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iManage is a document and email management application that empowers professionals to manage information more productively, securely, and seamlessly.
RSign “Add File” connector and “Send to” application are generally compatible with all combinations of iManage client and server. However, there are a few versions that may need technical adjustments due to variations in the iManage software. For more information, visit the compatibility guide.
Important note: to enable the integration, users need to have an active account in iManage with required permissions.
The RSign-iManage integration covers the following functionalities:
- Sending documents for eSignature starting in iManage and exporting to RSign
- Sending documents for eSignature starting in RSign and importing from iManage
- Saving signed contracts automatically to iManage
Follow the steps in this guide to enable the integration. You can click on the links below to jump directly to the corresponding section of the article.
Establishing the RSign-iManage connection
Using the RSign-iManage integration
- Sending documents from iManage to RSign
- Importing and processing iManage documents into RSign for signature requests
- Saving signed documents in iManage
Establishing the RSign-iManage connection
Authorizing RSign to access iManage account
Login to your RSign account, navigate to Settings and open the ‘External Drives’ tab. Open the ‘iManage’ tab and click on ‘Register’. A pop-up will open.
Select your version of the iManage Platform (iManage Cloud / iManage Work Server 10). If you select iManage Cloud, the Server URL will be automatically filled. Otherwise, enter your Server URL. Finally, enter your iManage credentials and click on Sign In.
Enabling iManage as a storage drive in RSign
By default, iManage is disabled in the ‘Drives’ pop-up on the ‘Send’ tab.
To enable it, navigate to Settings and open the System tab. Under Available Storage Settings, select ‘iManage’ and save.
You will now be able to access documents from iManage while composing envelopes.
Using the RSign-iManage integration
Sending documents from iManage to RSign
Login to your iManage account.
Right-click on your document or click on the three dots to open a dropdown menu. Click ‘Send to RSign’.
If you wish to select multiple documents, use the checkboxes to the left-hand side of each row. After selecting your documents, find the RSign button in the top menu and use it to send the documents to RSign.
Users can also send documents to RSign from the Document Preview mode using the RSign button.
After clicking on ‘Send to RSign’ or the RSign buttons, RSign application will open in a separate tab with your document loaded in the ‘Attach Files’ section of the ‘Send’ tab.
Envelope creation process continues as usual.
Important Note: If you are not logged in to RSign in this browser session, you will be prompted to login at this time.
Importing and processing iManage documents into RSign for signature requests
- Fully compatible with iManage Cloud
- May require some adjustments for iManage Work 10 Server On-Premise or virtual server
- May require some adjustments for iManage Work 9.5 Server On-Premise or virtual server
- Requires a development project for iManage Work <9.5 versions
For more information, visit the compatibility guide.
In your RSign application, open the ‘Send’ tab. Click on ‘+ Documents’ and select ‘iManage’ from the list of available drives.
A popup will open. Find your document using the search bar or the navigation menu. Press and hold ‘Ctrl’ or ‘Shift’ keys to select multiple documents. When you are done, click ‘Select’ to import your documents.
Continue the envelope creation process as usual.
Saving Signed Documents in iManage
Uploading Signed Documents in iManage
By default, the ‘Upload Signed Document’ configuration will be disabled. If you wish to enable it, click on ‘Y’.
If the ‘Upload Signed Document’ configuration is set to ‘Yes’, the final signed document will be automatically stored in iManage in the folder you have selected.
If the envelope contains multiple documents and the option ‘Separate Multiple Documents after Signing’ is set to ‘Y’, the signed documents will be saved separately. If this option is set to ‘N’, all signed documents will be merged into a single file.
Users can decide whether to store the signed document as a new file or as a new version of the original file.
Save Document as New Version of Original File
If “Versioning” is chosen, the signed document will be saved as a new version of the original file. User can then make the following customizations:
Filing Options for Final Signed Documents & Certificate. There are three options:
1. Not include esign certificate in the signed document
2. Not include esign certificate in the signed document, but do save the esign record as a separate file
3. Include esign certificate in the signed document
Final Signed Document Name Format: multiple options for the signed document name format.
Signature Certificate Document Name Format: if deciding to save the esign certificate as a separate file, user can select from multiple options for the esign certificate name format.
Checkout Comment: add a comment to the original document while it is checked out for esignature, which displays in iManage document properties.
Checkin Comment: add a comment to the original document to indicate that displays in the document properties in iManage once it has been signed.
Signing Process Complete Comments: add a comment to the signed document, which displays in iManage document properties.
Save Signed Document as New Document
If “New Document” is selected, user can then select the location where they want the new file to be stored, with the options being “Same folder as the original file location” and “Different folder location”.
When the ‘Different Folder Location’ option is selected, the document location can be specified using the folder browse option.
Click on the magnifying glass icon, select the folder where you wish to upload signed documents and click on the ‘Save’ button.