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Connect iManage Cloud

Step by step overview of how to set up the connection

  1. Open your iManage environment and log in with the Service User (created in this step). 
    ❗ Important you don't have any browser open where you are logged in as a different user. If so, please log out.
  2. Go to the Lexis® Create DMS Portal (for LexisCreateDMS customers) or to Lexis Create+ Portal (for Lexis Create+ customers) > Integrations and login with your Lexis® Create (DMS) credentials (or via SSO )
  3. Go to Integrations and select Connect for iManage Cloud
  4. You will be directed to the iManage. Fill out the credentials of your service account (❗).

  5. You will be redirected back to Lexis® Create DMS. Lexis® Create DMS will start syncing and you will see in the dashboard when the sync is finished. There is no need to keep Lexis® Create DMS or your computer open. At this moment, we will keep an eye on the integration, ensure the right integration settings are applied and let you know when the sync has finished.

Go back to the integration guide to follow the next steps of the integration.