Knowledge: Sysero iManage Integrations
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Knowledge
Title*Sysero iManage Integrations
ManualAdministration
Manual Level TwoIntegrations
Manual Level ThreeiManage
Created27/09/2018
DetailPlease note all the iManage integrations will need to authenticate with iManage in some way, please see the Authentication integration for more details.
We integrate with iManage Work in the following ways:
| Integration |
Summary |
KB Article Link |
| Authentication |
Login to Sysero using iManage Work 10 account. |
Setting up OAuth from iManage Work to Sysero |
| Upload Documents from Sysero to iManage Work 10 |
Upload documents assembled from automations or documents attached to item in Sysero to iManage Work 10. |
Configuring Upload Data Action |
| iManage Work Browser Extensions |
Sometimes presented as right click context menu options, other times as icon on toolbar. The can be configured to pass profile data e.g. client no, folder information or documentID's for upload to Sysero etc. |
Configuring iManage Work Browser Extensions |
| Upload Documents from iManage Work 10 to Sysero |
Upload documents from iManage Work to Sysero e.g. Knowledge Base or use them to initiate Workflow. |
Upload Documents from iManage Work 10 to Sysero |
| iManage Work REST API |
Using the iManage Work API you can create custom calls to lookup data from most of the API calls available e.g. Users, Clients or Matters etc. |
Using iManage Work REST API to Lookup Data |
| Client, Matter and Workspace Creation |
Using Sysero forms you can manage the creation of clients, matters and workspaces etc. |
Create iManage Clients, Matters and Workspaces |
| Native iManage Folder Browser in Sysero Form |
To make finding workspaces or documents easier from Sysero, you can integrate accessing the native iManage Folder Browser from within a Sysero form. This can return folder id, document id, workspace id, client id etc. |
Browsing for folder in iManage |
Additional Manual Locations