Adding iManage document links into OnePlace

How does this feature work?

Users can add links to iManage documents in two ways:

1. Adding a direct document link
2. Drag and drop, using standard SalesForce files behavior.

Users can also delete files.

Required set up

The effort required to set up this integration is minimal. Once we have the database information, it's setting the database configurations and then set up the page layouts.

1. Open the OnePlace Custom Settings Object and find the iManage options. Here you set the iManage configurations including the document libraries e.g. Legal, Knowledge, Shared Services etc. These are semicolon separated text values.
2. On the page layouts, you'll need to add a single related list for Files to the page, then add the iManage component just above it. This allows users to add the Doc ID and choose the library (Legal, Shared Services etc.) which creates an NRL link. So achieves the same result as the drag and drop, but slightly easier depending on your work habits.

Note: the manual set up step without the Custom Settings object is:

Go to Custom Metadata Types > Configuration (the OnePlace installed package) > Manage Configurations (button)
then there are 3 settings for iManage

Questions

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Known Issues