Registering an app for iManage Cloud

Steps

  1. Log in to iManage.
  2. Click username in the upper right corner and click Control Center.

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

  4. 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

      The curl command to get the Access token:
      curl -k --location "https://cloudimanage.com/auth/oauth2/token" --header
 "Content-Type: application/x-www-form-urlencoded" --data-urlencode
 "username={username}" --data-urlencode "password={password}" --data-urlencode
 "client_id={client_id}" --data-urlencode "grant_type=password"
      Note: The username, password, client ID, and host values will vary by customer.
    • Get Customer ID

      The curl command to get the Customer ID:
      curl -k --location "https://cloudimanage.com/api" --header
 "X-Auth-Token:{access_token}"
      Note: Replace the X-Auth-Token value with the access_token generated above.
  5. 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.

  6. 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