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iManage Cloud integration GUIDE

Step by step guide to integrate iManage Cloud with Lexis® Create DMS

❗Important:

This article is only applicable if you use https://cloudimanage.com or https://<customer>.cloudimanage.com.

 

If you use a private cloud like https://imanage.workhttps://imanagework.co.uk, or https://imanagework-au.com start following the steps in our iManage On-Prem integration Guide.


Important: Please ensure that your DMS API endpoint is accessible on port 443, port 8443, or port 9443.

  1. Activate a service account 
  2. Request and enable access to LexisNexis application
  3. Database review: Decide on what to synchronize 
  4. Connect via Lexis® Create DMS Portal 
  5. Deploy Word/Outlook Add-In 

By following the above steps your iManage Cloud will be integrated with Lexis® Create DMS.

If you experience issues/problems, reach out to your Solution Engineer.

If you want to learn more about our SSO setup, read this article.