iManage.Work Configuration

Setting Up iManage.Work Configuration

This guide walks you through configuring iManage for Centerbase. By the end of this tutorial, you'll have successfully integrated Centerbase with iManage. Note: This article is specifically for iManage.work customers. If you're using the Cloud iManage environment, refer to the Cloud iManage Implementation article.

Add Centerbase as an Integration to the iManage Applications Section

Step 1: Log into your iManage account.

Step 2: Navigate to Control Center > Settings > Applications.

Step 3: Select + Add Application to add Centerbase. The Add Application dialog will appear.

Step 4: On the Configuration page of the Application dialog, fill in the following fields:

- Name: Centerbase

- Client ID: 1d2b42b3-0d62-4915-86f1-0c741afa7599

- Client Secret: Click Auto-Generate

- Leave all other fields blank.

Step 5: Click the Authentication button to proceed to the next page.

Step 6: On the Authentication page, fill in the following fields:

- iManage Work Authentication: Keep this toggled on.

- Application Type: Select Web.

- Application Type: Select Public.

- Redirect URL: https://www.centerbase.com

- Client Secret Key: This field should carry over from the Configuration page.

- Client Secret Key Expires: Never.

- Allow Refresh Token: Toggle to Yes.

- Leave the remaining fields as-is (Refresh Token Expiry = 365 days; Access Token Expiry = 30 mins).

Note: If "Allow Refresh Token" isn't set to Yes, iManage will disconnect from Centerbase and display an error stating it couldn't get a refresh token to remain connected.

Step 7: Continue to the Access page.

Step 8: On the Access page, configure access privileges for users:

- Select one of the following application access options:

- All users: Provides access to all available users.

- Custom: Allows you to search for and add specific users and groups.

Step 9: Select Review to review the application package configurations.

Step 10: Select Finish to complete the application registration.