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Setting up the integration with iManage Work (Web)

Connecting your iManage and InfoTrack accounts to get started

Product Team avatar
Written by Product Team
Updated over 9 months ago

Only one user - with access to application management - needs to add the InfoTrack application to iManage.

Step 1: Open the Control Center

In the Control Center, select Applications from the left-hand panel.

Click Add Application.

Step 2: Add the application

Then, use the quick search or scroll through the applications to find InfoTrack.

Step 3: Configure the application settings

Click Authentication > to proceed. On the authentication step, ensure Allow Refresh Token is enabled.

Note: The token expiry defaults don’t need to be adjusted.

Step 4: Determine who can access InfoTrack

Next, select Allow access to > All Users.

Note: You can select custom access if you wish. Our recommendation is to allow access to all users.

Step 5: Enable the application

Finally, Enable application? Should automatically default to Yes. Ensure this is the case before clicking Finish.

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