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.