Using the iManage Integration to Upload or Export Files

How to Use the Integration

Once iManage is enabled by your workspace admin, you’ll begin to see the option to upload files from iManage in Assistant and Vault.

Authenticating iManage

Before you can begin using the integration, follow the steps below to authenticate your individual iManage account:

1. Click the Connect button in Harvey’s Integrations settings.
2. This will launch a secure OAuth flow prompting you to log in to iManage and grant permission to access your documents.
3. Once authenticated, your iManage file picker will be embedded directly in the Harvey interface—allowing you to browse, select, and upload files without leaving the platform.

You’ll only need to authenticate once. After the initial login, the iManage file picker will remain accessible for future sessions without re-authentication.

Uploading and Exporting Files from iManage

How to Upload to iManage

1. In Harvey, click the file upload button where supported (e.g. Assistant, Vault, or Workflows).
2. Select iManage from the available upload options.
3. Use the embedded file picker to browse and select documents from authorized iManage workspaces.
4. Continue your work as usual—Harvey now has secure access to the selected documents.

How to Export to iManage

1. After generating content (e.g. a draft, memo, or diligence report), click Export.
2. Choose iManage as the export location.

   1. You’ll have the option to choose a specific folder location in iManage, or, create a new version of an existing file.
3. Click the Export button to finish uploading your file to iManage.