How To Topic

Configuring iManage Work to Connect with HotDocs Advance

HotDocs Advance is an iManage Universal Application. You can configure iManage to connect with Advance, then users can save assembled documents to your organization's iManage Work application.

Some of the following instructions refer to actions within the iManage environment and were correct at time of publication but may since have changed.

Prerequisites

• You must be running iManage Work 10.
• You must have an iManage Work administrator role with access to iManage Control Center.

Workflow

Configuring iManage Work with HotDocs Advance requires the following steps:

1. Configure the HotDocs Advance application in iManage Work.
2. Edit the site settings of your Advance installation.

To configure the HotDocs Advance Application in iManage Work:

There are two methods for configuring the HotDocs Advance application for iManage Work in the cloud.

• If you are a public cloud customer of iManage Work, i.e. your iManage URL has the format https://cloudimanage.com, follow the steps for connecting to public cloud.
• If you are a private cloud customer of iManage Work, i.e. your iManage URL uses a subdomain e.g. https://yourcompany.imanage.com, follow the steps for connecting to private cloud.

To configure the HotDocs Advance application for public cloud customers:

In the iManage Work Control Center:

1. Navigate to settings and select Applications.
2. Click Add Application.
3. Select the AbacusNext - HotDocs Advance application from the list of available applications.

To configure the HotDocs Advance application for private cloud customers:

In the iManage Work Control Center, navigate to Applications and add an application using the manual configuration option. 

Advance requires the following information to integrate successfully:

• Configuration:
  • API Key - HotDocs suggests using a GUID
  • API Secret

Make a note of the API key and API secret, you must enter these when editing the Site Settings in Advance

• Authentication:
  • Redirect URL - the HotDocs Advance URL, https://hdroot.hotdocsadvance.com/authsuccess
  • enable refresh tokens

Next steps

• Edit the Site Settings