To add iManage Work Bundle Builder in iManage Control Center:

  1. Sign in to iManage Control Center and go to Settings > Applications.

  2. Select Add Application.

  3. In the Add Application dialog, search and select iManage – Bundle Builder. Then, select Authentication.

NOTE: You must activate the Bundle Builder application in your iManage environment. If you cannot find the iManage – Bundle Builder app, create a ticket with Customer Success Operations.

  1. In the Add Application dialog, the authentication step displays the following options:

    • Set Allow Refresh Token to Yes.

    • Set the Refresh Token Timeout interval. By default, the refresh token is set to expire in 365 days.

    • Set the Access Token Expiry interval. By default, the access token is set to expire after 30 minutes of inactivity. Ensure this value is greater than or equal to the Access Token Expiry interval for the Work Client (web) application.

  2. Select Access and then select one of the following options:

    • Allow access to All Users: This is the default setting.

    • Custom: If you select this option, search for the users you want to provide access to and select them.

  3. Select Review. Confirm the settings, and then select Finish. A success message is displayed informing you that the application is added.

  4. Refresh the iManage Control Center page.
    The extension is listed in the Applications page in iManage Control Center.