Try RMail PRE-Crime Services – 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 the RSign®system
- Sending documents for eSignature starting in the RSign® system 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
- Enabling and setting up the integration for your account
- Enabling iManage as a storage drive in the RSign® system
Using the RSign®-iManage integration
- Sending documents from iManage to the RSign®system
- Importing and processing iManage documents into the RSign® system for signature requests
- Accessing into the RSign® system with an iManage account or Azure AD SSO
Establishing the RSign®-iManage connection
The enablement and initial set up of this integration requires an RSign® customer admin account to follow the RSign for iManage - Setup Guide, once it is done, every user can access to their personal RSign® account to finalize the setup and configure the integration as per their needs.
Enabling and setting up the integration for your account
1. Login to your RSign® account, navigate to Settings>>Personal>>External Drives >>iManage, and click on Register.
2. A pop-up will be displayed allowing you to connect using your iManage credentials or your Azure Active Directory SSO credentials (only if previously enabled in iManage and on RSign® Company Settings).
3. Set the Enable iManage Access setting to Yes if you want to enable this integration for your account. By enabling this setting, you will have to login into the RSign® system using SSO or the Other Sign In – iManage option as described in the Accessing into RSign with an iManage account or Azure AD SSO section of this document.
4. Set the Upload Signed Document setting: 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.
5. Set the Filing Options for Final Signed Documents setting: It specifies how the final signed documents should be stored in iManage and NetDocuments. There are 2 options:
- 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.
Depending on your choice, the following settings will appear:
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.
- Check out Comment: add a comment to the original document while it is checked out for esignature, which displays in iManage document properties.
- Check in 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:
- Signed Document Location: users can 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.
- 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.
Enabling iManage as a storage drive in the RSign® system
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.
Please note that, as described in the RSign for iManage - Setup Guide, these settings can also be enabled, set-up and locked by your company RSign® admin at once, applying them to all users under your company. Users can only enable and update the settings which are not locked. Locked settings are not editable and only an admin can unlock the settings.
Using the RSign®-iManage integration
Sending documents from iManage to the RSign® system
1. Login to your iManage account.
2. Right-click on your document or click on the three dots to open a dropdown menu. Click Send to RSign.
3. If you wish to select multiple documents, use the checkboxes on 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 the RSign® system.
Users can also send documents to the RSign® system from the Document Preview mode using the RSign button.
4. After clicking on Send to RSign or the RSign buttons, the 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 the RSign® system in this browser session, you will be prompted to login at this time with your RSign® credentials, your Azure Active Directory credentials (only if previously enabled on your RSign® Company Settings), or your own iManage account, depending on your settings.
Importing and processing iManage documents into the RSign® system 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.
1. In your RSign® application, open the Send tab. Click on + Documents and select iManage from the list of available drives.
2. 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.
3. Continue the envelope creation process as usual.
Accessing into the RSign®system with an iManage account or Azure AD SSO
A user can access the RSign® web at https://app.rsign.com/ with an iManage account by clicking on Other Options and selecting iManage.
A pop-up will be displayed allowing the user to connect using the iManage credentials or the Azure Active Directory SSO credentials (only if previously enabled in iManage and on RSign® Company Settings).