DocuSign to iManage Integration

A method to leverage the security and convenience of the iManage Work DMS when working with DocuSign, the popular provider of electronic signature technology and Digital Transaction Management services. End-users would have to export their documents to their workstation and then upload these files to the website; an error-prone and tedious procedure. With the DocuSign integration utility, end-users can publish and check-in documents directly from DeskSite/FileSite; thus, creating a seamless and secure workflow which will enhance worker productivity and confidence in the integrity of their electronic collaborations.

Unique differentiators/features

Adds an extra option to the document right-click options in iManage. Allows user to directly publish a document/envelope to DocuSign. Once the envelope is completed, then the PDF version of the document and the DocuSign credential is imported back into iManage. Audit entries are added to the history of the original document to indicate that the document has been published and checked back in from DocuSign.

Licensing model:

Per-users

Target Market:

End-users

Partner information

Harbor

Harbor

Harbor is the preeminent expert services provider to leading law firms, corporations, and their law departments. Working across key areas – strategy, legal tech, operations, and intelligence – our global team of over 650 industry experts serve over 80% of Global 200 law firms, and 50% of the Fortune 500. Harbor is the preferred service partner for iManage clients. We have achieved Partner of the Year for North America over 15 times and offer a robust list of reference customers. Harbor’s 150+ legal tech and operations experts have the knowledge needed in the industry, culture, challenges, and industry specific tech stacks to serve as your end-to-end professional services partner. Harbor’s technology and data experts focus on optimizing your organization's iManage instance, integrations, data, and advanced analytics. Harbor can also readily deploy from a deep bench of experts in cloud migrations, user adoption, and strategies around data and advanced technologies like AI. All through one partner relationship.