iManage Integration
You can enable iManage in your firm settings to allow each ZenCase user to connect their individual iManage accounts for managing documents and for document automation.
We recommend reading the Setup iManage for ZenCase article for guidelines on configuration options for your library and workspace generator template to best work with ZenCase.
Security Permissions
The iManage account connecting to ZenCase must have at least these permissions:
Document
Import/Create: Required for uploading document blueprints and merging documents
Workspace
Create private workspaces: Allows user to create matter workspaces
Create public workspaces: Required once to set up an initial integration
Custom metadata management = Allows user to create client records
Folder
Create public folder: Required once to set up an initial integration - namely, the document blueprint folder
Enable iManage For Your Firm
In the top right corner, select the down arrow next to your name.
In the navigation menu, select "Firm Settings".
On the Firm Settings page, click the "Integrations" tab.
Under iManage, click the "Settings" button.
Click the "Connect" button.
You will be redirected to the iManage website and be prompted to login.
Login to iManage.
When successfully logged in, you will be redirected back to ZenCase integrations page.
Click the "Edit" button.
Under "Library", select your library to use.
Optionally, you can set custom metadata fields for:
Matter Originator
Matter Manager
Matter Type
Matter Subtype
Jurisdiction
Document Type
Document Subtype
Click "Save"
Click the toggle button that is shaped like a circle on a line to enable
The toggle button should now be blue
iManage should now be enabled
You can now start using iManage to store Document Blueprints and Client and Matter specific files.
Let us know if you have any questions!