IManage Integration with Lexzur

Objectives

• Get iManage from Marketplace
• Access iManage in Lexzur 360 docs

Steps

This guide provides a step-by-step overview for setting up the Lexzur and iManage integration.

With iManage, matters are organized into folders, subfolders, and files, creating a structured document management system. Once integrated, you’ll be able to access iManage folders and files directly from the Attachments tab in Lexzur.

Step 1: Install the iManage App

First, open the Lexzur Marketplace by clicking on the menu icon and selecting "Marketplace."

Search for "iManage" on the Find New Apps page, then click "Get Now" to install.

Step 2: Accessing iManage in Lexzur

Once enabled, the iManage integration will be available under the Attachments tab in matters, or in iDocs.

For example, open iDocs from the main menu, or go to the Attachments tab within a matter. The iManage tab will display the same folder structure as in iManage, enabling seamless navigation.

The first time you access it, you’ll be prompted to sign in with your iManage account.

Managing Files and Folders in iManage through Lexzur

Through Lexzur, users can directly create new folders, edit, and manage files within iManage. 

If you’re working on a specific matter, you can view and link documents from any folder in iManage.

To link a folder, simply click the "Link" button next to the folder. Linked folders will appear whenever you view your documents, allowing you quick access to frequently used files.

For more information about LEXZUR, kindly reach out to us at help@lexzur.com.

Thank you!