The following steps are to be completed by each user from Unity PMS, if using the Unity PMS/iManage integration.

1. Login to your Unity PMS Salesforce Environment
2. Select the profile icon, located in the top right corner of the screen

3. Click on Settings

   

4. In the new screen that loads, select the External Credentials tab

5. From the iManage section, click on "Allow Access". This will take you to a new window asking to allow and authenticate the connection to your iManage account. Click "Confirm" in this new window to authenticate the connection.

   

   

6. Once authenticated, you will be taken back to the External Credentials screen where it should state in a green bubble that the connection is configured. 

NOTE: Use this process to help resolve issue with you're iManage connection to Unity PMS if you experience any issues related to the connection.