This support article reviews the various configurations required for iManage and RSign integration. It covers the initial configuration required in RSign, user creation, matters and folders creation in iManage. Once the required configuration is done in iManage and RSign, user will be able to pull documents from iManage to compose envelope and send document for signing and send selected document in iManage for signing in RSign, and specify where to store signing documents in iManage. The following processes are covered in detail in each section of this article: Clicking on a section title will take you directly to that section.
- Creating users in iManage and giving required permissions.
- Creating matters and folder structures and uploading documents.
- User registration & configuration in RSign with iManage credentials.
- Sending the selected documents to RSign for signing process.
iManage - User Configuration
This section deals configuration required for iManage and RSign integration. How to create users, matters and folders and send documents to RSign from iManage application. User would be able to need to have account created in iManage
Creating User in iManage Application
Users with administrator (provisional admin) role can create users and assign required role and access rights.
Admin users need to navigate to ‘Control Center’ available under Apps section at top right corner of the application to able to create users.
Screenshot showing Navigate to Control Center
From the dashboard select ‘Users’ tab and click on it. Admin user will be navigated to user details page. From Users dropdown available at top of the page, select ‘Global Management’ option to able navigate creation page.
Screenshot showing Select ‘Global Management’ option to Navigate to User Creation Page
Screenshot showing User Creation Page
Click on ‘+Create User’ button to create new users. Enter required user details like name, user id, email, location and assign the role. Under security details, enable ‘Sign in Status’ and enter temporary password to able to login first time and change it. After entering all required details click on ‘Create’ to create new user.
User can login using credentials provided by admin user to able to create required folder structures and upload files.
Screenshot showing User Creation Page Details
iManage - Matters and Folder Creation
Creation of Folders and Uploading Documents
When new user logs in to application for the first time, the page appears like below. Users need to create matters to able to upload and store documents.
Screenshot showing User First Time Login Page Details
To able to create folder structure and store documents, User need to create kind of workspace, ‘My Matters’.
From dashboard click on ‘My Matters’ to navigate to my matters details page to able to create own matters.
Screenshot showing My Matters Page Details with New Folder Option
From my details page click on ‘New Matter’ to create own matter with details like name, description, library and template. From security section, provide set default security level like public, private or view. From template select ‘RSign.
Public – All can see the new matter going to be created
Private – Only owner can see the new matter
View – Others can view the matter but they cannot perform any actions on the items in matter
After entering all required details click on ‘Create’ button to create new matter.
Screenshot showing New Matter Creation Details Page Details
Once the matter is created it appears like below under my matters.
Screenshot showing New Matter View Under My Matters
User can click on recent matters to view matters created by and to create folders. User can add required matters to favorite list by clicking on ‘More Actions -> Add to My Favorites’ button.
Screenshot showing New Matter Detailed View
User has the option to upload existing folder structure from local machine by using ‘Upload Folder’. User can create new folder by clicking on ‘More Actions -> New Folder’ button.
Screenshot showing More Actions Dropdown Menu Details
User can add required folder to favorite list by clicking on ‘More Actions -> Add to My Favorites’ button.
Once folder is created required files can be uploaded using ‘Upload File’ button.
Screenshot showing Upload File Option under Folder
User can upload files into existing folders.
iManage Configuration in RSign
Prior to registering in RSign, user to needs to have account created in iManage with required permissions. Once account is created in iManage, user can configure and register in RSign with iManage credentials.
To access and process documents from iManage in RSign, user needs to do configuration in RSign using ‘External Drives’ settings at personal level. User need to navigate and Settings -> External Drives to able to register in RSign with iManage credential details.
Screenshot showing Open Settings External Drives
User need to click on register button to able to register with iManage credential details.
Screenshot showing Register with iManage Credentials
From select version dropdown, select ‘iManage Cloud’, read only iManage server URL is defaulted automatically. Enter iManage credentials, email id and password and click on ‘Sign in’ to register.
Once successfully registered, the logged in user details with iManage version and server URL details are displayed.
Screenshot showing Display Logged in User Details
The location of the signed document in iManage can be specified using the setting ‘Upload Signed Document’ setting under external drives tab. To specify location user can set ‘Upload Signed Document to ‘Y’.
The location contains 2 options:
- Same Folder as the Original Location
- Different Folder Location
Screenshot showing Configure Signed Document Location
When ‘Different Folder Location’ option is selected, document location can be specified using folder browse option.
When clicked on browse button, the iManage folders pop-up is used. User can select required folder and click on ‘Save’ button to save the configuration.
Screenshot to Display Folder Browse Option to Store Signed Document in iManage
Adding iManage Drive to System Available Driver List
iManage can be added to available drives list by using system tab -> Storage Drives Available settings.
User can navigate to system and tab, under available storage settings, select ‘iManage’ and save the record. If iManage is not added to drives list, then it is not available, and documents cannot be selected when tried to access from send-> documents options.
Screenshot of Selecting ‘iManage’ Option from Available Drives List
After enabling storage drive option, user can access documents from iManage while composing envelope using ‘Send’ option.
When clicked on ‘Documents’ the drives pop-up, list available drives including iManage drive option also.
Screenshot List iManage Part of Drive Option
Once the documents are added from iManage the envelope processing is same like normal documents.
Documents processed and signed in RSign can be stored in default folder or to a specific folder in iManage based configuration.
Sending Document to RSign from iManage
Sending Document to RSign from iManage Process Flow
Users can send the documents from iManage to RSign application. User needs to have account created in iManage with required access permission to able to upload and store documents.
User should be able to select any required document and send to RSign to able to initiate signing process.
User can select required document and click on right button, to open the context menu. User needs to click on option ‘Send to RSign’ from context menu, to able to initiate sending the document to RSign application.
Screenshot of Displaying Context Menu with ‘Send to RSign’ Option
After clicking on ‘Send to RSign’ user would be navigated to RSign application in following ways:
- User not logged into RSign Application in the browser session
- User logged into RSign Application in the browser session
User not logged into RSign Application in the browser session
If user not logged into RSign application using same browser from where the document is being sent to RSign then user is prompted to login to RSign application. User need to enter RSign login details able to navigate RSign application.
Screenshot showing Login to RSign from iManage After Selecting ‘Send to RSign’ Option
After entering valid credentials, user would be navigated to Rsign landing page.
Screenshot of Landing Page from iManage After Entering Valid Credentials
The landing page lists the names of the files selected for creation of envelope with source and size columns. Source is defaulted as iManage and size column displays file size. The landing page displays the message envelope creation is progress.
Once the envelope is created user guided to envelope screen. The file(s) selected in ‘Send to Rsign’ should be listed under document section.
The further process from here is same as for any other normal documents.
User logged into RSign Application in the browser session
If user is logged into RSign application using same browser session then user would be navigated to RSign landing as below:
Screenshot of Landing Page from iManage When User is Already Logged in RSign using same Browser as of iManage
The landing page lists the names of the files selected for creation of envelope with source and size columns. Source is defaulted as iManage and size column displays file size.
Once the envelope is created user guided to envelope screen. The file(s) selected in ‘Send to Rsign’ listed under document section of envelope.
Screenshot of Selected Document iManage Attached to Document Section in Envelope
The further process from here is same as for any other normal documents. The final signed document is stored in iManage based on configured settings in external drives.
If ‘Separate Multiple Documents after Signing’ is set to ‘Y’ then individual documents are separately stored in iManage specified after signing process is completed.
In the below example 3 documents are uploaded from iManage in the envelope.
Screenshot of Showing Uploaded Documents in Envelope from iManage
After signing process is completed the 3 documents are separately stored on iManage into specified folder based on configuration.
Screenshot of Showing Signed Documents Separated and Stored in iManage