Register August in Your iManage Cloud Environment
August is an approved iManage Universal App with the Globally Available designation. That means August is available out of the box to every iManage Work at cloudimanage.com customer: your iManage administrator finds August in iManage Control Center and enables it for your tenant. There is no request form to submit, no waiting on iManage, and no Client ID or Client Secret to exchange with us.
If you were given earlier guidance that asked your firm to submit iManage's OAuth application request form and send us tenant-specific credentials, you can disregard it for cloudimanage.com. The steps below replace it.
Before You Start
You need an iManage Control Center account assigned to a Global Management role that has the App Management privilege. Without it, the Applications page is read-only.
Know which environment your firm is on. cloudimanage.com firms follow the steps below. imanage.work and on-premises firms register the application themselves, covered further down.
Nothing else is needed. No customer ID, no support ticket, no credentials to collect.
How to Find August
In the Add Application dialog, search for August or Credicle. These are the details to match:
Detail | Value |
|---|---|
Application name in iManage | Credicle d/b/a August - August |
Vendor | Credicle d/b/a August (august.law) |
Client ID |
|
Redirect URL |
|
Application type | Web |
Authentication | OAuth 2.0 Authorization Code with PKCE (S256), |
The Client Secret is held only on August's servers. Your firm never sees it, sets it, or stores it.
Add August in iManage Control Center
Sign in to iManage Control Center at your firm's cloudimanage endpoint.
Go to Settings > Applications and select +Add Application.
In Search for Application, type
August, then select Credicle d/b/a August - August.Select Authentication and set Allow Refresh Token to Yes. Leave Refresh Token Expiry at 365 days and Access Token Expiry at 30 minutes unless your firm requires different values.
Select Access and choose All users, or Custom to limit August to specific users or global groups. Custom is the right choice for a pilot group.
Select Review, then Finish.
Allow Refresh Token defaults to No. If you leave it off, your users are pushed back to the iManage sign-in page roughly every 30 minutes.
Confirm It Worked
On the Settings > Applications page, Credicle d/b/a August - August should now be listed with Application Status: Enabled and the access level you chose. Open the entry to confirm the Client ID reads 458f5bac-5900-4e7c-a089-ae28f2a4fe04. Your users can connect immediately after this.
If August Isn't in the List
It may already be added. An application that is already registered in your tenant no longer appears in the Add Application picker, so check the Applications list first.
Search
Credicleas well asAugust. The entry is filed under the vendor name.Confirm the signed-in account holds a Global Management role with the App Management privilege, and that you are in the right tenant.
Still not there? Contact your August representative. We can ask iManage to enable it directly for your tenant. Have your firm's registered name and your iManage customer ID ready, a three to five digit number. See Viewing your customer ID.
imanage.work and On-Premises Environments
These environments use self-service application registration, so instead of picking August from a list, your administrator creates the application in Control Center using the values below. See iManage's Adding an application package for the full procedure.
Field | Value |
|---|---|
Application name | Credicle d/b/a August - August |
Description | August is an AI-powered legal work platform for law firms. This integration lets users connect their iManage Work account within August’s AI assistant to: search and browse iManage workspaces/documents (read), and save August-generated or uploaded documents into an iManage folder (write, user-approval gated). Uses OAuth 2.0 Authorization Code flow with PKCE. |
Client ID |
|
Client Secret | Generate a new value for your environment. Do not reuse a cloudimanage.com secret. |
OAuth2 redirect URL |
|
Application type | Web |
Allow Refresh Token | Yes |
Scope |
|
Then send the Client ID, the Client Secret, and your iManage URL to your August contact through a secure channel. We configure your firm's connection on our side and confirm when it is live.
What Your Users Do Next
Once August shows as Enabled, each person connects with their own iManage login from August's Integrations menu, as described in iManage Integration. August never sees or stores anyone's iManage password, every connection inherits that user's existing iManage permissions, and saving a document back to iManage always pauses for that user's approval.
Troubleshooting
"An error occurred during authorization." August has not been added and enabled in your tenant yet, or the user is outside the Access list you configured. Nothing is wrong with the user's iManage account or password.
Users are asked to sign in to iManage repeatedly. Allow Refresh Token is set to No on the application. Edit the Authentication settings and set it to Yes.
A document doesn't appear in August. August only shows what that user's iManage account can see. Confirm their access to the workspace or folder in iManage directly.