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iManage Integration for Salesforce Powered by Mitratech CaseCloud™

By Mitratech

iManage Integration for Salesforce powered by Mitratech CaseCloud™

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Paid  
Industries
Government
High Tech
Professional Services
Business Need
Productivity
Collaboration
Document Management
Requires
Platform Cloud
Compatible With
Experience Cloud
Government 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.

  • iManage Integration for Salesforce Powered by Mitratech CaseCloud™

  • Creating, Uploading, Viewing Files and Connector Navigation

  • Seamless Integration

  • Subscribing to Workspaces and Push Notifications

  • Adding and Mapping the Connector

  • Saving and Accessing Records

  • Accessing Featured Items and Favorites

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