Introduction
The iManage integration with TitanFile enables users to securely and effortlessly manage files between these two platforms, boosting productivity and compliance. Through this integration, users can attach files from iManage to TitanFile and send files from TitanFile to iManage without having to download files to a local drive or install additional software.
What You Can Do with It Today
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Seamless File Transfers Between TitanFile and iManage:
- Direct Integration: Attach files from iManage to TitanFile and send files from TitanFile to iManage without needing local downloads.
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Enhanced Compliance:
- Secure Environment: Keep sensitive documents within secure, compliant environments, significantly reducing the risk of data breaches.
- Automated Permissions: Ensure strict adherence to permissions and access restrictions, allowing only authorized users access to specific documents.
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User-Friendly Interface:
- Intuitive Navigation: Easily navigate your iManage workspace within TitanFile. Effortlessly find and transfer the files you need, thanks to TitanFile’s streamlined user interface.
- Real-Time Feedback: Stay informed with visual progress indicators and confirmation messages, ensuring transparency throughout the transfer process.
What You Can Do with It in the Future
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Version Control:
- Future Capability: Users will soon be able to send a file to iManage as a version, rather than creating a new file each time.
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Folder & File Management:
- Future Capability: Users will eventually be able to create, delete, and organize files and folders directly within iManage.
File Size Limitations When Sending Through the iManage API
The maximum file size limit is 4 GB per document when sending files through the iManage API. Default limits can vary by subscription.
How to Obtain iManage Client ID and Client Secret:
Step 1: Raise a Request with iManage Support
Client credentials cannot be created directly from the iManage Control Center. You need to raise a request with the iManage Support team to register a new OAuth application.
Include the following details in your request:
- Organization / Environment details - “[Your organization name]”
- Application Name - “Secure Connect for iManage - [Your organization name]”
- Application Type: “Web Application”
Redirect URLs:
Once processed, iManage Support will provide your Client ID and Client Secret. In case, they respond with any additional questions or information, please follow the last section in this document titled as “Additional Application Details to Fill In”
Step 2: Access iManage Control Center
After receiving the client credentials, log in to your iManage Control Center.
Step 3: Add the Application in Control Center
- Navigate to the Applications section
- Click Add Application
- Configure Authentication and Access settings
- Save the details
Additional Application Details to Fill In
| Field | Value |
| Application / Integration Name | Secure Connect for iManage — [Your organization name] |
| Application Developer | TitanFile Inc. |
| Application Supporter | TitanFile Inc. |
| Application Description | This integration enables secure, user-initiated file transfer between a customer's iManage Work environment and TitanFile. Each customer registers their own OAuth application within their iManage tenant and configures TitanFile's provided redirect URI to authorize access. Once authorized, TitanFile uses the customer-granted OAuth tokens to facilitate secure bi-directional document movement between iManage and TitanFile. The integration supports workflows such as: • Sending documents from TitanFile to customer's iManage Workspaces or folders. • Attaching documents from TitanFile to customer's iManage Workspaces or folders. • Maintaining user-controlled access and authorization within the customer's iManage tenant. TitanFile acts as a secure integration and workflow platform and does not access iManage data without explicit customer authorization. |
| Outside Services Connection | Yes — TitanFile operates as a secure SaaS platform that facilitates file transfer between the customer's iManage tenant and TitanFile's cloud infrastructure. Data is transmitted only under customer-authorized OAuth permissions and is not shared with any third-party systems outside of TitanFile. |
| Supporting Materials | https://www.titanfile.com |
| Redirect URL | Canada : https://app.titanfile.com/imanage/callback US: https://us.titanfile.com/imanage/callback |
Once you have obtained your Client ID and Client Secret, submit your iManage Tenant URL, Client ID, and Client Secret by clicking Add your iManage client (or Update your iManage client) on the Manage Integrations tab in TitanFile App. Subscriptions with their own unique subdomain will need to enter their information in the iManage Base URL section.
How to Authorize Your iManage Account As an End-User in TitanFile
1. In TitanFile, navigate to your Profile page via the top right hand corner.
2. Click on the “Integrations” tab.
3. Click on “Authorize.”
4. You will be redirected to the iManage login page. Input your email and password.
5. Once authorized, you will be redirected back to TitanFile’s integration page. Your status should now indicate “Authorized.”
6. You are now integrated with iManage and ready to start transferring files.
How to Send Files from TitanFile to iManage
1. In TitanFile, select a channel and navigate to the “Files” tab.
2. From the “Files” table, click on the dropdown next to the file you want to send to iManage.
3. Click Send to -> iManage.
4. The iManage interface will appear.
5. Select the workspace or folder to which you would like to send the file.
6. Click “Upload Here”
7. A popup will be displayed showing the file you are uploading.
- If there are profile attributes that are required, you will see a red exclamation point beside the file name and the Upload button will be disabled.
8. Once you fill out the required profile attributes, you will see a green checkmark beside the file name and the Upload button will be enabled.
- Click on “Send”
9. You will receive a notification once the upload has successfully been sent to iManage and it will close out automatically.
10. A notification in TitanFile will confirm that your file was sent to iManage successfully.
How to Upload Files from iManage to TitanFile
1. In TitanFile, select a channel and navigate to the “Conversation” or “Files” tab.
2. Click on the “Attach” dropdown.
3. Select “Attach iManage.”
4. The iManage interface will appear.
5. Select the workspace or folder from which you want to attach a file to TitanFile.
6. From the “Files” table, select the files you want to attach.
7. Click “Attach Items.”
8. A popup will display the progress of the files being attached.
9. Once ready, click “Ok”
10. The iManage interface will close, and you will see your files in the upload prep area, ready to be sent.
11. Once all is set, click on the “Send” button to send your files to the channel.