Neodeluxe iManage Admin: App Setup Tab

This article guides administrators through the process of setting up the iManage integration in Neodeluxe. You’ll configure both the iManage integration and the Sidebar that connects to Filevine, establishing the bridge between these platforms to streamline your document workflows.

How to Access the App Setup Tab in Neodeluxe

To start setting up the iManage integration, begin by navigating to the App Setup tab using the steps below:

1. Click on the Admin menu
2. Click Integrations
3. Click iManage
4. Click the A Setup tab

Integrations: iManage Add Setup Dashboard

This dashboard is where you’ll configure the main settings to connect iManage with Neodeluxe. 

How to Perform the Setup

The setup is an integration that consists of two main parts: 

1. Part 1: Provide iManage Information
2. Part 2: Set up the iManage app.
3. Part 3: Set up the iManage in Neodeluxe

Part 1: Provide iManage Information

The following information must be shared with the Neostella team. Once received, our team will send an email to the iManage team requesting activation of the Neostella application in the client's iManage control center.

This is a simple implementation step. Neostella sends an email using the client-provided details to enable access and make the Neodeluxe Sidebar Extension visible in the Applications section of your iManage Control Center.

Additionally, to enable users to log in to iManage directly from their portal, you'll need to request the whitelisting of the client portal URL. This step ensures that iManage recognizes the login request as coming from an authorized source.

You can send the following request to iManage support:

Email example:

Part 2: Set up the iManage App

Go to the iManage Control Center and follow these steps:

1. Click on Application and click + Add New Application.
2. Search and select Neostella- Neodeluxe Sidebar Extension.
3. Click Authentication.
A pop-up will appear with four steps: Authentication > Access > Settings > Review

4. In Authentication: Turn on the Allow Refresh Token toggle and enter the Access Token Expiry (from 365 days [1 year] to up to 3650 days [10 years]).
5. Click Access > and select either All Users or Custom Users.
6. Click Review and verify the information
7. Click Finish.

Part 3: Set up the iManage in Neodeluxe

In Neodeluxe, follow the steps to finish the setup:

• Step 1: Handle Refresh Token Expiry

Here, you must enter the number of days provided in the Access Token Expiry. To do this:

1. Copy the refresh token expiry from iManage and paste it here, or enter it manually.

• Step 2: Verify the iManage Hostname

This is where you verify the domain linked to the client’s credentials.

1. Copy the domain from the iManage website.
2. Paste it into the iManage Hostname field.
3. Click Verify Hostname.
4. You must log in through the pop-up message to do an authentication in iManage.

• Step 3: Select a Library

Once the previous steps are complete, the workspace library will open, displaying stored documents. If multiple libraries are available, users can set a preferred default library. To do this:

1. Click the Library ID dropdown menu.
2. Select a field from the list.

Once you finish the setup, click Save.

By completing the steps above, you've successfully connected iManage to Neodeluxe. Once you finish, the mapping tab will be automatically activated, indicating that your integration is now ready to start the mapping process.