---
title: iManage
description: Connect VXT to iManage to save call notes and summaries to your matters. Includes setup steps for admins and troubleshooting tips.
---

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1. [VXT Support](https://support.vxt.co.nz/?hsLang=en)
2. [Integrations](https://support.vxt.co.nz/integrations?hsLang=en)

# iManage

## Connect VXT to iManage to save call notes and summaries straight to your matters

In this article, we'll cover:

- [Add VXT application in iManage](https://support.vxt.co.nz/imanage#addVXTApp)
- [Connect the iManage integration](https://support.vxt.co.nz/imanage#connect)
- [Integration Settings](https://support.vxt.co.nz/imanage#Settings)
- [Troubleshooting](https://support.vxt.co.nz/imanage#troubleshooting)

### Add VXT Application in iManage (Admins)

1. Click your profile icon at the top right.
2. Select **control center**.
3. Go to **applications**.
4. Select **add application**.
5. Choose **VXT - AI Notes** from the applications list
6. Hit **authenticate** and make sure these settings are configured: 
     1. Authentication → **Allow refresh token:** Enabled
     2. Access → **Allow access to**: choose either **All users** (everyone gets access) or **Custom** (Only selected users get access)
     3. Review → **Enable application**: Yes
7. Hit **finish**.

### Connect the iManage integration

1. Go to **Settings**.  
   ![Screenshot 2026-09-01 at 20.57.01](https://support.vxt.co.nz/hs-fs/hubfs/Screenshot%202026-09-01%20at%2020.57.01.png?width=670&height=363&name=Screenshot%202026-09-01%20at%2020.57.01.png)
2. Select **Integrations**.  
   ![Screenshot 2026-09-01 at 20.57.15](https://support.vxt.co.nz/hs-fs/hubfs/Screenshot%202026-09-01%20at%2020.57.15.png?width=670&height=362&name=Screenshot%202026-09-01%20at%2020.57.15.png)
3. Choose **iManage**.  
   ![Screenshot 2026-09-01 at 20.57.51](https://support.vxt.co.nz/hs-fs/hubfs/Screenshot%202026-09-01%20at%2020.57.51.png?width=670&height=362&name=Screenshot%202026-09-01%20at%2020.57.51.png)
4. Enter the email and password associated with your iManage account.  
   ![Screenshot 2026-09-01 at 20.58.28](https://support.vxt.co.nz/hs-fs/hubfs/Screenshot%202026-09-01%20at%2020.58.28.png?width=670&height=362&name=Screenshot%202026-09-01%20at%2020.58.28.png)
5. Once you've successfully integrated, iManage will show as **connected** in VXT.
   
   ![Screenshot 2026-09-02 at 16.50.13](https://support.vxt.co.nz/hs-fs/hubfs/Screenshot%202026-09-02%20at%2016.50.13.png?width=670&height=150&name=Screenshot%202026-09-02%20at%2016.50.13.png)

### Integration Settings

1. Go to **Settings**.![Screenshot 2026-09-02 at 16.53.17](https://support.vxt.co.nz/hs-fs/hubfs/Screenshot%202026-09-02%20at%2016.53.17.png?width=670&height=362&name=Screenshot%202026-09-02%20at%2016.53.17.png)
2. Select **integrations**.  
   ![Screenshot 2026-09-02 at 16.53.17](https://support.vxt.co.nz/hs-fs/hubfs/Screenshot%202026-09-02%20at%2016.53.17.png?width=670&height=362&name=Screenshot%202026-09-02%20at%2016.53.17.png)
3. Choose **iManage**.  
   ![Screenshot 2026-09-02 at 16.53.37](https://support.vxt.co.nz/hs-fs/hubfs/Screenshot%202026-09-02%20at%2016.53.37.png?width=670&height=362&name=Screenshot%202026-09-02%20at%2016.53.37.png)
4. On the setup page,  use the dropdown to change your default library.  
   ![Screenshot 2026-09-01 at 20.59.56](https://support.vxt.co.nz/hs-fs/hubfs/Screenshot%202026-09-01%20at%2020.59.56.png?width=670&height=362&name=Screenshot%202026-09-01%20at%2020.59.56.png)
5. To disconnect the integration, click on **Other → Disconnect**.  
   ![Screenshot 2026-09-02 at 16.57.37](https://support.vxt.co.nz/hs-fs/hubfs/Screenshot%202026-09-02%20at%2016.57.37.png?width=670&height=362&name=Screenshot%202026-09-02%20at%2016.57.37.png)

### Troubleshooting

"**An error occurred during authorization**" **when connecting**

![image (2)](https://support.vxt.co.nz/hs-fs/hubfs/image%20(2).png?width=670&height=459&name=image%20(2).png)

The most common cause of this error is that your iManage admin hasn't added VXT as an approved application yet. Ask your org's iManage admin to complete the [Add VXT application in iManage](https://support.vxt.co.nz/imanage#add-app) steps above, or refer them to [iManage's own guide on adding apps](https://docs.imanage.com/cc-help/10.4.0/en/Adding_Apps.html#src-125070565_id-.AddingAppsv10.4.0-AddApp).

Already done that? A couple of things to try:

- Double-check you're using your **iManage Cloud** credentials — not another iManage login you might have, since only Cloud credentials work with VXT.
- Log out of iManage in your browser, then try reconnecting the integration in VXT.

 

**Matters (workspaces) can only be searched using whole words**

Searching for matters in iManage works a bit differently than you might expect — it matches on whole words, not partial characters. So if you have a workspace called "Smith Estate Planning" and search "Smi" or "Smith E," it won't show up. Search "Smith" or "Estate" though, and it'll appear right away.

This isn't a VXT limitation — it's how iManage's own search API works, and it matches the same behavior you'd see in the iManage web client itself, so it should feel familiar if you've used iManage directly before.

- [Get Started](https://support.vxt.co.nz/get-started?hsLang=en#main-content)

    - [Training](https://support.vxt.co.nz/get-started?hsLang=en#training)
    - [Navigation](https://support.vxt.co.nz/get-started?hsLang=en#navigation)
    - [Settings](https://support.vxt.co.nz/get-started?hsLang=en#settings)
- [Troubleshooting](https://support.vxt.co.nz/troubleshooting?hsLang=en#main-content)

    - [Account](https://support.vxt.co.nz/troubleshooting?hsLang=en#account)
    - [Calling](https://support.vxt.co.nz/troubleshooting?hsLang=en#calling)
    - [Computer](https://support.vxt.co.nz/troubleshooting?hsLang=en#computer)
    - [Messaging](https://support.vxt.co.nz/troubleshooting?hsLang=en#messaging)
    - [Mobile](https://support.vxt.co.nz/troubleshooting?hsLang=en#mobile)
    - [Sound & Headsets](https://support.vxt.co.nz/troubleshooting?hsLang=en#sound-headsets)
- [Integrations](https://support.vxt.co.nz/integrations?hsLang=en#main-content)

    - [Features](https://support.vxt.co.nz/integrations?hsLang=en#features)
    - [Practice Management](https://support.vxt.co.nz/integrations?hsLang=en#practice-management)
    - [CRM](https://support.vxt.co.nz/integrations?hsLang=en#crm)
    - [Other](https://support.vxt.co.nz/integrations?hsLang=en#other)
- [Phone](https://support.vxt.co.nz/phone?hsLang=en#main-content)

    - [Numbers](https://support.vxt.co.nz/phone?hsLang=en#numbers)
    - [Calling](https://support.vxt.co.nz/phone?hsLang=en#calling)
    - [Call quality](https://support.vxt.co.nz/phone?hsLang=en#call-quality)
    - [Text messaging](https://support.vxt.co.nz/phone?hsLang=en#text-messaging)
    - [Voicemail](https://support.vxt.co.nz/phone?hsLang=en#voicemail)
- [Team](https://support.vxt.co.nz/team?hsLang=en)
- [Meet](https://support.vxt.co.nz/meet?hsLang=en)
- [Admin](https://support.vxt.co.nz/admin?hsLang=en#main-content)

    - [Pages](https://support.vxt.co.nz/admin?hsLang=en#pages)
- [Billing](https://support.vxt.co.nz/billing?hsLang=en)
- [Call flows](https://support.vxt.co.nz/call-flows?hsLang=en#main-content)

    - [Steps](https://support.vxt.co.nz/call-flows?hsLang=en#steps)
- [Voicemail inboxes (Discontinued)](https://support.vxt.co.nz/voicemail-inboxes-discontinued?hsLang=en)

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Email support at [support@vxt.co.nz](mailto:support@vxt.co.nz)