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Setting up the integration with iManage Work (Web)
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 3 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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