Connect iManage to Ordalie
Your iManage Work libraries appear in your workspace: browse them, search for a document by name and add it to your request to the assistant or to a workflow.
For the administrator
In iManage Control Center, create an OAuth application for Ordalie. In Ordalie, open Settings > Integrations > Organization Integrations, choose iManage and fill in:
- iManage URL, for example https://firm.cloudimanage.com.
- Client ID / API Key and Client Secret / API Secret, generated in Control Center.
- Connection type: one shared connection for the whole organization, or per-user access.
For each member
With per-user access, each member signs in once with their own iManage account, from the sidebar of your workspace or from Settings > Integrations. They then see only the documents their iManage permissions allow.
Libraries open into their workspaces, then into folders and documents.
Limits
- The connection is read-only: Ordalie does not create, change or delete anything in iManage.
- Only an organization administrator can set up the connection.
- iManage is available with the Max plan.