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The settings menu was reorganised in Draftable Legal 26.6. If you are on 26.6 or later, follow the “26.6 and later” tabs below. On earlier versions, follow “Before 26.6”. To check your version, open Settings. The version number shows at the bottom-left (for example, v26.6.0).
This article provides a comprehensive guide for administrators to configure Document Management System (DMS) integrations with Draftable Legal.
Not deploying a DMS? Document Management Systems are an alternative document storage and management solution that can be used in conjunction with Draftable Legal. If you are not intending to deploy any DMS integrations for your organization, you can safely skip this article.
Post-installation requirement: DMS configuration should be completed after Draftable Legal has been installed on user machines. However, some configuration components may have been completed earlier in your deployment process (e.g., the iManage HTTP Listener service). Review each section to determine what steps are still required for your environment.

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Supported Document Management Systems

Draftable Legal integrates with the following DMS platforms:

iManage

Popular in legal environments for document and email management.

NetDocuments

Cloud-based document management for legal professionals.

SharePoint

Microsoft’s collaboration and document management platform.

Worldox

Document management system for law firms and businesses.

Epona

Document management solution integrated with Microsoft 365.
How to use this guide: Each DMS section below contains links to detailed setup articles. Click each link to open the article in a new tab, complete the steps, then return here to continue with the next article in the sequence.

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Where DMS integration settings live

The in-app settings that enable and configure each DMS connection are reached through the Draftable Legal settings menu. The location of these settings changed in Draftable Legal 26.6.
Open the settings menu and select DMS Connections under the Integrations group in the left-hand navigation.
The Draftable Legal 26.6 settings navigation with the DMS Connections item highlighted under the Integrations group
This pane contains a Universal section (settings that apply across all integrations, such as version selection, save file location, and the communication port) plus a separate accordion for each system: iManage, SharePoint, NetDocuments, Worldox, and Epona. Expand the accordion for your DMS to enable it and adjust its options.
The DMS Connections settings pane in Draftable Legal 26.6, showing the Universal section and per-DMS accordions
The detailed setup articles linked in each section below walk through the full configuration for that system.

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iManage

iManage is a popular document and email management system used in legal environments. Follow the articles below in order to configure iManage integration with Draftable Legal.

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Step 1: Review the Configuration Checklist

Start by reviewing the full checklist of requirements and configuration steps for iManage integration.

iManage Configuration Checklist

Review the complete checklist of all requirements and steps needed for iManage integration.→ Open article in new tab

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Step 2: Configure Based on Your iManage Deployment Type

Choose the guide that matches your iManage environment:
If your organization uses an on-premises iManage deployment:

Guide for iManage On-Premises integration with Draftable Legal

Follow the complete setup guide for on-premises iManage environments.→ Open article in new tab

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Step 3: Complete the Integration Setup

Once you have configured based on your deployment type, complete the final integration steps.

iManage Integration with Draftable Legal

Complete the final integration configuration to enable iManage functionality within Draftable Legal.→ Open article in new tab

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NetDocuments

NetDocuments is a cloud-based document management system popular with legal professionals. Follow the articles below to configure NetDocuments integration with Draftable Legal.

Set up guide for Draftable Legal integration with NetDocuments

Follow the complete setup guide to configure NetDocuments integration with Draftable Legal.→ Open article in new tab

Connecting your NetDocuments account with Draftable Legal

Complete the account connection process to link NetDocuments with Draftable Legal.→ Open article in new tab

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SharePoint

SharePoint Online is Microsoft’s collaboration and document management platform. Follow the articles below to configure SharePoint integration with Draftable Legal.

Configuring SharePoint Online to launch directly into Draftable

Set up SharePoint to allow users to launch comparisons directly from within SharePoint.→ Open article in new tab

Connecting your SharePoint account with Draftable Legal

Configure the connection between SharePoint and Draftable Legal.→ Open article in new tab

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Worldox

Worldox is a document management system commonly used by law firms and businesses. Follow the articles below to configure Worldox integration with Draftable Legal.

Set up guide for Draftable Legal integration with Worldox

Follow the complete setup guide to configure Worldox integration with Draftable Legal.→ Open article in new tab

How to enable Worldox integration in Draftable Legal

Enable the Worldox integration in the Draftable Legal settings menu (under DMS Connections in 26.6 and later, or the Integrations tab before 26.6).→ Open article in new tab

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Epona

Epona is a document management solution integrated with Microsoft 365. Follow the articles below to configure Epona integration with Draftable Legal.

How to integrate Epona with Draftable Legal

Follow the integration guide to set up Epona with Draftable Legal.→ Open article in new tab

How to enable Epona integration in Draftable Legal

Enable the Epona integration in the Draftable Legal settings menu (under DMS Connections in 26.6 and later, or the Integrations tab before 26.6).→ Open article in new tab

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Need help?

If you encounter any issues during DMS configuration, please contact our support team at support@draftable.com for assistance.