iManage Connector

There are some basic steps to follow before you can add the iManage connector to your Syncly WebApp

For On-premis iManage:

1. Download the Syncly extension file relevant to your iManage infrastructure
   1. For On-prem iManage here
   2. For classic cloud iManage here
2. Log into the iManage
3. Open to the Control Center
4. Navigate to Settings -> Applications on the lefthand navigation bar
5. Click "Add Application"
6. Select "Upload Package" and select the file you just downloaded
   
   
7. Click "authentication" to move to the next screen
8. Update the redirect url to your new Syncly Server address (Provided to you by Syncly) e.g https://<syncly_server>/api/connectors/authorised
9. Generate a new client secret key
10. Enable "Allow refresh token"
11. Accept all other defaults (your screen should look similar to the one below)
    
12. Click "access" to continue to the next screen
13. This step relates to two things
    1. Who will be able to Authenticate the iManage Connector within the Syncly WebApp, and;
    2. Who will be able to use the extension natively within iManage. 
    3. Note: You can remove the extension specifically by following these instructions here
14. Proceed to the next step
    1. Enter the Syncly host which was given to you by Syncly e.g lawfirm.syncly.io
    2. Enter the URL for your iManage server
15. Click review, ensure "Enable Application" is ticketed
16. Select Finish and you are done

For Cloud iManage:

1. Log into the Cloud iManage
2. Open to the Control Center
3. Navigate to Settings -> Applications on the lefthand navigation bar
4. Click the "Add Application" button on the top right 
   
   
5. Search for Syncly and click "Authentication" at the bottom of the modal window 
6. Accept the default settings on step 1 "Authentication"
   
7. Either select "all users" or "Custom" on step 2
   
   1. This is important, what you select here will dictate which users are able to authenticate the iManage Connector within the Syncly Webapp. 
8. Enter the URL for your Syncly WebApp. This is generally your company domain name followed by syncly.io e.g lawfirm.syncly.io
   
   
9. Review and save your Application
10. You are finished