iManage Work - How do I link my account?

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Overview

To connect with iManage Work, you need:

1. Server Hostname — the hostname of your iManage Work server.
2. Customer ID — your numeric iManage customer ID.
3. Default Library (optional) — the library to use when a request doesn’t name one.

This guide will show you how to find these values.

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Prerequisites

• An iManage Work account.
• Your firm’s iManage administrator has enabled the app in Control Center > Settings > Applications.

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Step 1: Find your server hostname

Use the hostname of the server you sign in to, without https://:

• iManage Cloud: cloudimanage.com
• Custom subdomain or on-premises server: your firm’s own hostname, for example dms.acme.com

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Step 2: Find your customer ID

Your customer ID is a number your iManage administrator gives you, for example 1234.

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Step 3: Choose a default library (optional)

If the app you’re connecting to should work in one library by default, enter its ID, for example ACTIVE_US. Your administrator can tell you which libraries you have access to. Leave this blank otherwise.

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Step 4: Enter your details in the Connect UI

1. Open the form where you need to authenticate with iManage Work.
2. Enter your Server Hostname, Customer ID, and optionally your Default Library.
3. Submit the form, then sign in to iManage Work and approve access.

You are now connected to iManage Work.