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Prerequisites: access to iManage Control Center, a Work server base URL (cloud or on-prem), and permission to register an API client. Redirect URI: {APP_URL}/api/connectors/oauth/imanage/callback.

Open Integrations, then Connect on iManage Work. The numbered guide on that page matches the steps below.

Register a client in iManage Control Center, then point Northdocs at one Work server and a sandbox workspace.

1. 1

   Register a Control Center client

   Note the client id and secret. Enable refresh tokens if your server version needs them for long-lived sync.

2. 2

   Set the redirect URI

   Paste the exact URI from the left onto that client app.

3. 3

   Enter the Work server URL

   Cloud example: https://cloudimanage.com. No extra path segments. On-prem: pick a private link under Network and use the internal Work host.

4. 4

   Set the library alias

   Library / database alias (for example ACTIVE_US) is required for native version write-back.

5. 5

   Scope to a sandbox workspace

   Put a workspace or folder id in Root / workspace folder id. Do not crawl the whole library.

6. 6

   Authorize, then import

   Complete the iManage login, then Browse libraries and import into a Case. Certify write-back in a sandbox before any client matter.

On-prem Work servers use an Enterprise private link and the internal Work host as the URL.

401/403: confirm the client is enabled for the target library and the user completing OAuth has access.

Sandbox write-back certification (evidence checklist): see the iManage write-back certification article.