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.
If you are upgrading an existing instance of HotDocs Advance to v1.29, please contact HotDocs Support for information on additional steps required.
v1.29 - Additional step for on premise customers upgrading to 1.29 - need to edit the HdaUiSettings.Site.json file, under AppSettings add "RootSubDomain" as "hdroot" (default value, check customer's install config file for customised values). Support to handle these cases
v1.29 (fixed in v1.29.1) Private cloud iManage not supported. Your iManage URL must have the format https://cloudimanage.com. HotDocs Advance does not support URLs with subdomains, e.g. https://yourcompany.imanage.com.
v1.30 onwards - additional installer flag needed to set the UI URL. On premise customers upgrading from 1.29 or lower to 1.30 or higher will need to use this flag. Documented in release notes.
Workflow
Configuring iManage Work with HotDocs Advance requires the following steps:
- Add your iManage domain to the content security policy of your Advance installation.
- Configure the HotDocs Advance application in iManage Work.
- Edit the site settings of your Advance installation.
To add your iManage domain to the Content Security Policy:
You must add your iManage domain name to the Content Security Policy of your Advance installation. Follow the procedure to edit the settings file to make the following change:
- In the HdaInstallerSettings.json file, add your iManage domain name against the UiSiteSettings.AppSettings.CspCustomSources setting.
If you cannot find the UiSiteSettings.AppSettings.CspCustomSources setting in the HdaInstallerSettings.json file, add this setting manually and then type in your iManage domain name.
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:
- Navigate to settings and select Applications.
- Click Add Application.
- 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 - theyour HotDocs Advance URL, https://hdroot.hotdocsadvance.com/authsuccess. The format required is: https://{rootsubdomain}.{appDomain}/{UiUrl}/authsuccess, e.g. https://hdroot.yourorganization.com/HdaUi/authsuccess
- enable refresh tokens
Next steps