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.

This article covers the following processes for the iManage admin and RSign® admin :

• Enabling the RSign® connector for iManage cloud users
• Enabling the RSign® connector for iManage Work 10 users.
• Enabling Send to RSign connector for documents
• Setting up the integration on the RSign® system

Enabling the RSign® connector for iManage cloud users

To enable the RSign® connector for iManage Cloud, the iManage admin must follow these steps:
1. Log in to iManage as admin and navigate to Control Center.

2. Navigate to Settings under the Dashboard section and select Applications. Next, click on the Add Application button.

3. Search for RPost in the Application field.

4. Select the auto-populated value RPost – Send to RSign and then click on the Authentication button.

5. Toggle to Yes in the Allow Refresh Token field.

6. Enter required values in the Refresh Token Expiry and Access Token Expiry fields, or simply leave the default values. Next, click on the Access button.

7. Allow access to All Users, the default option, or select the Custom radio button. Next, click on the Review button.

Note: If you select the Custom option, you will need to select the applicable users to provide access as a next step, as described in the image below:

8. Review the details and click on the Finish button.

The added RSign® application will be shown in the Applications table.

Enabling the RSign® connector for iManage Work 10 users.

To enable the RSign® connector for iManage Work 10, the iManage admin must follow the steps below. For more details about how to add an application package in iManage, please refer to https://docs.imanage.com/cc-help/10.3.3/en/Adding_an_application_package.html.

Note: The iManage admins must contact RPost® Customer Support and request the RSign Application Package for iManage Work, and then upload the package in iManage Work 10 following the below steps.

1. Log in to iManage Work 10 as admin and Navigate to Settings > Applications to view the list of applications currently registered.

2. Select + Add Application to upload a new application. The Add Application dialog appears.

3. Select Upload Package, browse to the local directory, and select the RSign Application Package provided by the RPost® system. The Add Application wizard appears. Follow these steps to add the application Send to RSign.

The information on the Configuration step is retrieved automatically from the application package provided by the RPost® system.

4. Select Authentication to open the Authentication page which contains the information required for authorizing the application.

The information on the Authentication step is retrieved automatically from the package provided by the RPost® system. You don´t need to change anything in this section.

5. Select Access to configure the access privileges. You can secure an application for selected users in the organization. This is helpful when you have a pilot group that is testing a new functionality or if you have an application that is specifically meant for certain users. For example, an application for tracking patent deadlines that only an IP group uses.

6. Select one of the following application access options:

All users: Select this option to provide access to the RSign® application to all iManage users.

Custom: Search and add the specific users and groups you want to provide access to.

7. Select Review to review the configurations for application package.

8. Select Finish to complete the application upload.

Enabling Send to RSign connector for documents

This section covers the process for the iManage admin to enable the RSign® connector for all the documents context menu in iManage. If you are an iManage admin, follow these steps:
1. Navigate to Work Clients under the Dashboard section and select Web Client.
2. Select Context Menus.
3. Click on the Edit icon under the Documents section.

4. Select Add Action under the Documents section.

5. Select Send to RSign. Next, click on the checkmark icon at the bottom of the menu and lastly, click on the Save button.

Send to RSign will now be an available option under the Documents section when an iManage cloud user right-clicks on any document.

Setting up the integration on the RSign® system

This section covers the process for the RSign® administrators to enable and configure the iManage integration settings for all users within the company.

If you are an RSign® administrator and want to define the settings to be applied to all users under your company, please follow these steps:

1. Navigate to RSign>>Settings>>Company>>External Drives Setup>>IMANAGE.

2. Enable and configure the settings displayed as per your Company’s needs:

Application URL: This setting captures the application URL to build the login page URL in personal settings.

- Enable iManage Access: If this setting is set to Yes, users under your company will be able to authenticate themselves against the iManage authentication server from the RSign® Homepage by clicking the Other options button to access the RSign® application. Enabling this setting will show the same setting at the personal level to allow users to select if they prefer to access the RSign® system with the RSign® authentication mechanism (SSO or RSign® credentials) or iManage authentication mechanism (SSO or iManage credentials). Moreover, if SSO is enabled at RPortal for your company and a domain is configured, new users navigating to the RSign® system from iManage will be auto-created and placed under your Company account. If this setting is set to No, new users navigating to the RSign® system from iManage will be auto created under a default account.

- Upload Signed Document: If set to Yes, the final signed document will be automatically stored in iManage. New settings appear allowing the user to select how they need these documents to be stored in iManage. The settings displayed depend on the option selected in the Filing Options for Final Signed Documents setting.

- Filing Options for Final Signed Documents: Specifies how the final signed documents should be stored in iManage and NetDocuments. The “versioning” option stores the final signed document in the same folder as the original document but as a new version number. The “new documents (no versioning)” option allows you to choose the folder location within iManage.

Save the Document as a New Version of Original File

If “Versioning” is chosen in the setting Filling Options for Final Signed Documents, 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:
· Not include esign certificate in the signed document
· Not include esign certificate in the signed document, but do save the esign record as a separate file
· 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 the Signed Document as a New Document

If “New Document (no versioning)” is selected in the setting Filling Options for Final Signed Documents, then new documents will be stored in iManage. User can then make the following customizations:

- Filing Options for Final Signed Documents & Certificate. There are three options: 
· Not include esign certificate in the signed document
· Not include esign certificate in the signed document, but do save the esign record as a separate file
· 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.

3. When the admin enables these settings for a specific company then these settings are enforced for all users under that company if the admin checks the Override User Settings checkbox associated with this setting.
4. Override User Settings provides the ability for an RSign® admin to override user-level settings of all the users in the company. The Override settings can be applied to a single setting, multiple settings, or all by selecting the top checkbox.
5. Once the desired setting is selected and saved, all users in that account will have those values for the selected settings. The user may change them later if they need to.
6. If the admin wishes to prevent users from making any future changes to these settings, then the Lock Settings option can be used by selecting the checkbox associated with each setting.
7. Lock Settings provides the ability for an admin to lock an individual setting so that all the users within the company cannot edit it. The Lock Settings can be applied to a single setting, multiple settings, or all by selecting the top checkbox.
8. If the admin decides to use the feature Lock Settings, once the settings are saved, they are now locked and not editable in the PERSONAL tab for all users in the company.
9. In the PERSONAL tab, the locked settings show a red lock icon, as indicated in the image below. Only admins can unlock settings by unchecking the Lock Settings checkbox in the COMPANY tab.

10. The History icon (at the right) is associated with each setting in the COMPANY and PERSONAL tabs. When selected, it shows all the changes that were made to the associated setting.
11. Please note that the same settings are available under PERSONAL settings. If a user updates any specific settings in the PERSONAL settings, then the personal settings of the user take precedence. Except when not allowed by Company-level settings configuration (Override User Settings and Lock Settings).
12. Admins can find a detailed explanation of each of the settings in the RSign® service for iManage - User Guide

After the iManage and RSign® admin configures the integration as indicated in the sections above, users need to continue with the initial setup of the integration before being able to start using it. For more details, please refer to the RSign® service for iManage - User Guide