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iManage® is a document and email management application that empowers professionals to manage information more productively, securely, and seamlessly.
iManage offers their customers two clients: a web application and a desktop application also known as Desksite.
The RSign® for iManage® App allows users to create e-signature envelopes in three different ways: starting from RSign, starting from the iManage Web App, and starting from iMange Desktop App. You may click on the links below to jump to each section.
User starts envelope creation process in RSign®
- Authorizing RSign® to access iManage® account
- Uploading signed documents to iManage®
- Enabling iManage® as a storage drive in RSign®
- Processing iManage® documents in RSign®
User starts envelope creation process in iManage® Web Application
User starts envelope creation process in iManage® Desktop Application
IMPORTANT: to enable the integration, users need to have an account in iManage® with required permissions.
General Compatibility
Apart from offering two user interfaces (web and desktop clients), iManage supports three different hosting options:
- iManage Cloud
- On-Premise
- Virtual server hosted by a third party
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.
Please contact your sales representative and provide iManage client and server details to scope the integration.
User starts envelope creation process in RSign®
Compatibility
- 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
Note: For more details on compatibility please refer to the following article iMange App Compatibility Details
Authorizing RSign® to access iManage® account
Login to your RSign® account, navigate to Settings and open the ‘External Drives’ tab. Open the ‘NetDocuments®’ 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.
Uploading Signed Documents in iManage®
By default, the ‘Upload Signed Document’ configuration will be disabled.
If you wish to enable it, click on ‘Y’. Select whether you want the signed document to be saved in the original file location or in a different folder.
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. For more information on this please see the following knowledge base article Separate Multiple Documents after Signing with RSign.
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.
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 NetDocuments® while composing envelopes.
Processing iManage® documents in RSign®
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.
User starts envelope creation process in iManage® Web Application
Sending documents from NetDocuments® 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 that If you are not logged in to RSign, you will be prompted to login.
Uploading Signed Documents to iManage
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.
User starts envelope creation process in iManage® Desktop Application
Compatibility
- May require some adjustments for certain versions of iManage Work 10 Server On-Premise or virtual server
- May require some adjustments for certain versions of iManage Work 9.5 Server On-Premise or virtual server
- Requires a development project for iManage Work Server <9.5 versions
- For customers using the Desktop client versions <9.5 and hosting with iManage Cloud Server, it is recommended to use the integration as described in Use Case 1.