To add the iManage Work E-Signature extension for the customer, perform the following configurations in iManage Control Center:

NOTE: To perform the below actions on the Applications page, you must be an iManage Control Center user with a Global Management role, which has App Management permissions. For more information, refer to Global privilege descriptions.

  1. Sign in to iManage Control Center.

  2. In the left navigation pane under Settings, select Applications. 

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  3. Select +Add Application.

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  4. In the Add Application dialog, select iManage Work E-signature with Docusign or iManage Work E-signature with Adobe Acrobat Sign from the available list of applications and then select Authentication.

  5. The Authentication step displays the following options:

    • The Allow Refresh Token is set to No, by default. If not, set it to No.

    • (Optional) Set Access Token Expiry interval, as required. By default, the access token is set to expire after 30 minutes of inactivity.

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  6. Select Access. Select from one of the two options:

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

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

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  7. Select Finish to complete the process.

  8. Refresh the iManage Control Center page. The added application is listed on the Applications page in iManage Control Center.

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To configure context menus for iManage E-signature in Control Center, refer to Configuring context menus for iManage Work E-signature in iManage Control Center.