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iManage

Configuring the iManage oauth application for use with Caddi

Note: iManage enables the Caddi application per-customer. If you do not see the Caddi application in iManage, you will need to reach out to us so that we can initiate that process in iManage.

This process requires:

  • Administrator privileges in iManage

  • Admin or Owner privileges in Caddi.

  • Your iManage URL that you login to

In iManage

  1. Log in to iManage.

  2. In the upper right corner, click your username and select Control Center in the dropdown.
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  3. In the left navigation panel of the Control Center, select Applications
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  4. On the Applications page click the + Add Application button and search for Caddi - select it and click the Authentication button
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  5. Accept the default configuration by clicking the Access button
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  6. On the Access step, select All Users, or customize as needed. Note that users that are not onboarded to Caddi will not be able to "use" this application even if they are allowed access.
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  7. Click the Review button and ensure Enable application? is toggled to Yes and all values are correct.
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  8. Click the Finish button.

  9. Navigate to Caddi.

  10. Go to the Integrations tab and select Integration Setup

  11. Search for iManage
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  12. Click Configure

  13. Enter your iManage URL, e.g. https://cloudimanage.com or your customer-specific URL https://acmecorp.cloudimanage.com - leave scopes and name blank to inherit the defaults.

  14. Click Save Configuration
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Your users will now be able to connect iManage to Caddi!

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