Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
iManage Integration for Salesforce Powered by Mitratech CaseCloud™
iManage Integration for Salesforce powered by Mitratech CaseCloud™
- Industries
- GovernmentHigh TechProfessional Services
- Business Need
- ProductivityCollaborationDocument Management
- Requires
- Platform Cloud
- Compatible With
- Experience CloudGovernment Cloud
The iManage integration connector allows teams to access their iManage documents and folders from inside their Salesforce instance. They can create, view and edit files and folders in the context of the records they are viewing.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Platform Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Experience CloudGovernment Cloud
- Salesforce Editions
- EnterpriseUnlimitedForce.comDeveloper
App Details
- Version
- iManage Integration for Salesforce Powered by Mitratech CaseCloud/1.25 1.25.0
- Listed On
- 02/28/2022
- Latest Release
- 01/12/2026
- Supported FeaturesLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Editable CodeThis product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Accessible SolutionThis company indicates that their solution meets certain accessibility standards. To learn more, review the Accessibility Conformance Report provided by the company. We don't independently audit a solution's accessibility.
- Lightning ReadyEditable CodeMultiple CurrenciesPerson AccountsSalesforce ShieldAccessible Solution
- Languages
- English
Security
Additional Details
Mitratech offers a suite of Document Management System integrations for Google Drive, iManage, NetDocuments and SharePoint. These connectors streamline document management for Salesforce customers by eliminating the need to switch between multiple platforms. The connectors are industry-agnostic, enabling customers using Salesforce to securely access and manage documents directly within their Salesforce interface, boosting productivity and optimizing document management workflows. Mitratech’s DMS integrations allow users to access and manage documents directly within their familiar Salesforce interface, significantly reducing document retrieval times and minimizing errors. This boosts overall productivity and efficiency, creating a unified experience that simplifies workflows and fosters seamless collaboration. Key Benefits of Mitratech DMS Integrations: • Effortless document management: Eliminate platform switching and manage documents directly within your Salesforce interface. • Boosted productivity: Reduce document retrieval times and minimize errors, freeing up valuable time for your team. • Unified collaboration: Foster seamless collaboration on a single platform.
Need help?
Mitratech
Bee Cave, Texas
Free technical support and online training videos and webinars. Expert migration and configuration services available via certified partners. Professional customization and administration services available.