Configuring ShareDo for hosted iManage integration
To configure ShareDo to use iManage as a DMS you will need to complete the following steps:
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Go to /admin/oauth – Integrations – Manage Linked Services (Admin > Integrations > Manage Linked Services)
- Select to configure the linked service. If it isn't there, use the Add new button at the top right-hand side to add iManage - work.
- Configure the iManage service by adding the base iManage URL, the Client Id, Client Secret of the application created in the iManage control centre. Then specify the Preferred database.
- The redirect URL should be:
https:///externalServices/replyFrom
E.g., https://imantest.some_client.com/externalServices/replyFrom
5. Toggle the Allow fallback to system tokens? on if needed.
6. Configure Team availability and ability for users to link accounts.
As configured above, all interactions with iManage will use the ‘fall-back’ user account.
In this configuration, when communicating with iManage, any documents created/uploaded to matters will be recorded in ShareDo audit as actions by the individual user, but within iManage, the interactions will show as being performed by the fall-back ShareDo user account.
If you need the audit within iManage to show the individual user taking these actions, then you need to allow users to link their individual accounts to iManage.
To configure this, open the Configure option for the iManage linked service:
The user interface allows you to set the Team Availability.
Multiple teams can be added to the configuration, and set to specify if the integration is Required or not.
If configured for the All Employees team, then all employees will see iManage as an option in their Profile > My linked services - but there will be no prompt to link this service.
If the service is set as “Required” then the users will receive a prompt to link this service on every page refresh, until they do.
7. Link a fall-back user account to iManage. Select the “Link” option.
The account you will link here is the default account that ShareDo will connect with when it communicates with iManage. (See step 5 above on Team Availability and linking user's accounts for a description of how / where this account is used).
Link the account to iManage.
This opens a new window to allow you to sign in using your iManage credentials. Once logged in, the iManage service should now be linked with ShareDo. 
8. Test the integration.
Before you test the integration, you should confirm with your ShareDo implementer that ShareDo has been configured to point to the workspaces you have created / will use for existing work. (The guidance for this is in the Overview: iManage Integration, pre-requisites section).
Assuming this has been configured, a simple test is to navigate to Document Administration > Template Explorer.
If you see the contents of the workspace configured for ShareDo document templates and can create folders/upload documents to this then your integration is working.
The next steps are to confirm this is true for work types such as instructions/matters and that your audit history in iManage reflects the linked users' accounts (if these are being used).
Configuring ShareDo for iManage cloud integration
The process for integrating with iManage cloud is the same as the hosted configuration except you choose the cloud instance in the iManage Connection drop-down. See the blue text in the image below for more information.
