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Testing the iManage Integration Setup

The iManage integration connects Actionstep with iManage, allowing you to manage your documents and matters in one seamless workflow. When you open a new matter in Actionstep, a corresponding iManage workspace is created automatically, with key data synced at the time of workspace creation. You can access and file documents in iManage directly from Actionstep. iManage stays as your main document repository, while Actionstep continues to handle your matter management, billing, and workflow automation.

To test the Actionstep iManage integration, you have two set-up options. Both options allow you to test safely without exposing production data.

NOTE:  If your firm does not have an Actionstep staging environment, please submit an Actionstep Support ticket. Please specify in the ticket the orgkey name for the live database you want to use. Please note, this staging database will expire after 30 days, so allow sufficient time to test, validate, and plan your integration roll-out.

 

Option 1: Use iManage Staging / UAT (Recommended)

If your firm has an iManage staging or UAT environment, connect it to your Actionstep staging environment.

To do this:

  1. Sign in to your Actionstep staging environment  (https://go.actionstepstaging.com/).
  2. Go to Admin > Integrations > iManage.
  3. Select Connect iManage.
  4. Go to Settings > Connection > iManage Library.
  5. Connect to your iManage staging/UAT library.

This option provides the closest approximation to a production setup while remaining fully isolated from live data.

 

Option 2: Use an Isolated iManage Library

If you do not have an iManage staging or UAT environment, you can still test safely by using an isolated iManage library.

To do this:

  1. Ask your iManage system administrator to create a new, dedicated iManage library specifically for beta testing.
  2. Sign in to your Actionstep staging or UAT environment (https://go.actionstepstaging.com/).
  3. Go to Admin > Integrations  > iManage.
  4. Select Connect iManage.
  5. Go to Settings > Connection > iManage Library.
  6. Connect Actionstep to the newly created test iManage library.

This ensures that no production documents or metadata are affected during testing.

 

Additional Resources:

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