Registering an iManage app

Steps

  1. To register iManage app you need to contact iManage support by sending an email to support@imanage.com.
  2. Once an account is created login to iManage.
  3. Click on username in the upper right corner and click Control Center.

    Note: Only users with admin role have access to Control Center.
  4. Go to the Applications menu item, click Desktop Auth Client and find Client ID.

  5. Customer ID should be provided by iManage admins, but if it is not provided, it can be retrieved from the /api response.
    • Get Access Token

    • Get Customer ID

  6. Go to the Roles menu item and set the following:
    • Select Global Management to setup admin roles. Enable the necessary options.
    • Select Library-level Management to setup library roles.

  7. Permissions required
    • For scanning
      • System Access > Read-only
    • To move files
      • Document > Delete
    • To revoke permissions
      • System Access > Not Read-only
    • For tagging
      • Document > Import / Create