How do I set up the iManage integration for my account?

Configure the DealCloser iManage Integration

The iManage integration allows users to import documents from iManage into DealCloser and automatically synchronize changes in both directions.

The setup consists of three steps:

1. Configure the DealCloser application in iManage
2. Create a service account in iManage
3. Configure the integration in DealCloser

Step 1: Configure the DealCloser application in iManage

• Open the iManage Control Center
• Navigate to Settings -> Applications
• Click “Add Application”
• Search for “DealCloser” and select it
• Click “Authentication” to move to the next step

Configure the authentication settings

• Click “Access” to move to the next step
• Select the users who should be allowed to connect DealCloser to iManage
• Click “Review” to move to the next step
• Confirm the settings are correct, then click “Finish”

Step 2: Create a service account in iManage

• Navigate to Access -> Roles
• Select “Library-level Management” from the Roles dropdown
• Click “Create Role”
• Under “Role Name” enter “DealCloser Sync”
• Leave “External Role” disabled
• Under the “Document” heading

• Enable “Import / Create”
• Enable “Checkout”
• Enable “Unlock”
• Disable “Delete”
• Disable “View for NRTADMINs”

• Under the “Workspace” heading

• Disable all settings

• Under the “Folder” heading

• Disable all settings
• Leave “Control Center access” set to “None”
• Click “Create”

• Click “Users” under “Access” on the left menu
• Click the Users dropdown at the top of the page and select “Global Management”
• Click “Create User” on the right side of the page
• Under “Full Name” enter “DealCloser Sync”
• Under “User ID” enter “DCADMIN”
• Under “Email” enter an available address under your firm’s domain, like "DealCloser@lawfirmllp.com"

• Make note of this email address as you will need to enter it in DealCloser

• Leave “External User” disabled
• Set “Preferred Library” to the library that contains the transaction documents you’ll be importing to DealCloser
• Set “Role” to “DealCloser Sync”, the role created in the previous step
• Under “Password creation options”, select “Create a password”
• Under “New password”, enter a secure password at least 16 characters in length

• Make note of this password as you will need to enter it in DealCloser

• Uncheck “Require user to change password on next sign in”
• Disable “Password expiration”
• Enable “Sign in Status”
• Click “Create”

Step 3: Enter the new iManage details in DealCloser

• Sign in to DealCloser as a Firm Administrator.
• Select "Firm" from the top navigation
• Navigate to Integrations -> Document Sources
• Select the iManage tab

Enter the information from the service account you created in iManage

If you are using iManage Cloud

1. Leave "iManage configured as part of a private cloud deployment" unchecked
2. Leave the 'iManage Work URL" set to: https://cloudimanage.com
3. Click 'Link iManage"

If you are using a private iManage deployment

1. Enable iManage configured as part of a private cloud deployment.
2. Enter the URL you normally use to access iManage Work.
3. If your iManage server uses a self-signed SSL certificate, enable Disable SSL Validation.
4. Enter the Client ID and Client Secret provided by your iManage administrator.
5. Click Link iManage.

Once the connection has been established successfully, your firm's iManage libraries will appear in the list at the bottom of the page and users will be able to import documents into DealCloser and maintain two-way synchronization.