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iManage Integration
 

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Access Rights

 

Access Profile | PM tab | Maintenance/Synchronization/Integration | iManage Settings

 

R11818 - Access Rights

Exclusivity

 

Platinum

Single-Access Function
 

Non-Platinum

Single-Access Function

The iManage Integration window is used to used to enable iManage integration and controls how client information integrates with iManage. Changes to these settings will affect all users. This tab will only be displayed if your access profile includes the iManage Settings access right, or you have manager rights. The iManage Integration window contains the following fields:

Application Access

Learn more about iManage

Click the Learn more about iManage link to open an iManage information page in your default browser (Tabs3.com/iManage).

Note: You must configure settings in iManage prior to enabling integration with Tabs3 Software. Click the Learn more about iManage link or open Knowledge Base Article R11995, “iManage Integration,” and follow the instructions provided.
Integration Status

The Integration Status field displays the current integration status.

  • A status of “Authenticated” indicates that iManage integration is currently enabled.
  • A status of “Disabled” indicates that iManage integration is currently disabled for the entire firm.
  • A status of “Expired” means firm’s login token has expired due to inactivity and therefore iManage integration has been disabled for the entire firm.
Connected Library

The Connected Library field displays the currently integrated iManage library.

If multiple libraries exist, a drop-down list will be shown. Select the iManage library you want to integrate with.

Note: If your firm has multiple iManage libraries, Tabs3 Billing automatically selects the library with the most workspaces when enabling integration for the first time. After selecting a different iManage library, you must sync your existing client data to that library.
Enable Access / Disable Access

Click the Enable Access button to enable integration with iManage. An iManage sign in window will be displayed, allowing you to specify your iManage credentials and enable the Tabs3 Software to access iManage.

Click the Disable Access button to disable iManage integration for the firm.

Client Integration

Use separate Client and Matter fields in iManage

Select this option if you have separate client and matter fields configured in iManage.

Note: When this option is selected, the Tabs3 Billing Client Name field will be mapped to the iManage Client Description field and the Tabs3 Billing Work Description field will be mapped to the iManage Matter Description field.

Client

 Select the iManage field that corresponds to the Client portion of the Tabs3 Billing Client ID field.

Matter

 Select the iManage field that corresponds to the Matter portion of the Tabs3 Billing Client ID field.
Combine Client and Matter fields in iManage

Select this option if you have a single field for client and matter information configured in iManage.

Note: When this option is selected, the Tabs3 Billing Client Name and Work Description fields will be combined and mapped to the iManage Description field.

Client ID

 Select the iManage field that corresponds to the Tabs3 Billing Client ID.
Advanced

Click the Advanced button to open the Advanced Options window.

Note: The Advanced Options window is not accessible when Tabs3 Billing is configured for an Alpha Key Type.

Update iManage

Sync Now

Click the Sync Now button to push all current client data to iManage.

Note: Once iManage integration is enabled, new client and matter information is automatically transferred to iManage as records are added. Therefore, it is typically only necessary to use the Sync Now feature when configuring iManage integration for the first time, or after an extended period when integration was disabled while clients and matters were added.

The Close button can be used to close the iManage Integration window.

Note: PracticeMaster or PracticeMaster Basic must be installed in order to access the iManage Integration window in Tabs3 Billing. For more information regarding PracticeMaster Basic, see Knowledge Base Article R11027, “Installing the Try Before You Buy PracticeMaster License.”

See also:   iManage Overview