imDocShare Technical

imDocShare SharePoint & Teams app Pre-requisites

  • iManage Work Server 10.2+ or iManage Cloud is required
  • iManage server name needs to be shared when prompted within the imDocShare SharePoint & Teams apps
  • Azure Active Directory sync is implemented (on-premises AD users should be synchronized with Azure AD)
  • Single-Sign-On is configured for all AD users so that they are not required to login to Microsoft Teams or iManage Work separately –basically, the same login [email protected] used to login to both Teams and iManage

Solution Architecture

imDocShare Technical-Doc-1

imDocShare Messaging Extension

imDocShare Technical-Doc-2


  • All iManage Work Server 10.2+ Authentication requests are initiated by imDocShare SharePoint and imDocShare Teams app.
  • Microsoft Teams will request imDocShare app (setup as Teams Personal app or Team Channel Tab) to authenticate-
    • imDocShare loads and authenticates against iManage Work service
    • imDocShare caches the authentication token and is used to communicate with iManage Universal API.
  • This method applies to upcoming features like imDocShare Messaging Extension.
  • For upcoming features like imDocShare Bot, the authentication will happen again at KLoBotand KLoBot persists this token and related information for handling voice+text based queries to imDocShare bot.


  • All communication are SSL certified HTTPS requests.
  • CORS is enabled to close request from unknown sources.
  • Authentication is not executed by imDocShare, instead it is forwarded to iManage or Single-Sign on Identity Provider.
  • imDocShare Admin App is secured with valid Admins and valid Domainslist.

Data: What imDocShare stores

  • imDocShare only stores 2 types of data:
    • Basic Client information such as client name, primary contact, license features, etc.
    • Configuration information that is required to generate API calls. Examples include:
      • iManage Server Url
      • iManage container ID
      • iManage metadata column names
  • No Document names, content, or any other sensitive data is stored.
  • See the next slide for some examples of the above types.

imDocShare -Saved Client Information Example

imDocShare -Saved Client Information Example