> ## Documentation Index
> Fetch the complete documentation index at: https://help.draftable.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Setting up your DMS to Draftable Legal

> High-level overview of all Document Management System (DMS) integrations available with Draftable Legal, with links to detailed setup guides for each system.

<Info>
  **The settings menu was reorganised in Draftable Legal 26.6.** If you are on 26.6 or later, follow the "26.6 and later" tabs below. On earlier versions, follow "Before 26.6". To check your version, open Settings. The version number shows at the bottom-left (for example, v26.6.0).
</Info>

This article provides a comprehensive guide for administrators to configure Document Management System (DMS) integrations with Draftable Legal.

<Note>
  **Not deploying a DMS?** Document Management Systems are an alternative document storage and management solution that can be used in conjunction with Draftable Legal. If you are not intending to deploy any DMS integrations for your organization, you can safely skip this article.
</Note>

<Warning>
  **Post-installation requirement:** DMS configuration should be completed after Draftable Legal has been installed on user machines. However, some configuration components may have been completed earlier in your deployment process (e.g., the iManage HTTP Listener service). Review each section to determine what steps are still required for your environment.
</Warning>

***

## Supported Document Management Systems

Draftable Legal integrates with the following DMS platforms:

<CardGroup cols={2}>
  <Card title="iManage" icon="folder-open" iconType="solid" href="#imanage">
    Popular in legal environments for document and email management.
  </Card>

  <Card title="NetDocuments" icon="folder-open" iconType="solid" href="#netdocuments">
    Cloud-based document management for legal professionals.
  </Card>

  <Card title="SharePoint" icon="folder-open" iconType="solid" href="#sharepoint">
    Microsoft's collaboration and document management platform.
  </Card>

  <Card title="Worldox" icon="folder-open" iconType="solid" href="#worldox">
    Document management system for law firms and businesses.
  </Card>

  <Card title="Epona" icon="folder-open" iconType="solid" href="#epona">
    Document management solution integrated with Microsoft 365.
  </Card>
</CardGroup>

<Tip>
  **How to use this guide:** Each DMS section below contains links to detailed setup articles. Click each link to open the article in a new tab, complete the steps, then return here to continue with the next article in the sequence.
</Tip>

***

## Where DMS integration settings live

The in-app settings that enable and configure each DMS connection are reached through the Draftable Legal settings menu. The location of these settings changed in Draftable Legal 26.6.

<Tabs>
  <Tab title="26.6 and later">
    Open the settings menu and select **DMS Connections** under the **Integrations** group in the left-hand navigation.

    <Frame>
      <img src="https://mintcdn.com/draftable/o3FkYGyX7WfssK-v/images/setting-up-your-dms/dms-connections-nav-266.png?fit=max&auto=format&n=o3FkYGyX7WfssK-v&q=85&s=120adda238ca144175886bd237af092e" alt="The Draftable Legal 26.6 settings navigation with the DMS Connections item highlighted under the Integrations group" width="560" height="440" data-path="images/setting-up-your-dms/dms-connections-nav-266.png" />
    </Frame>

    This pane contains a **Universal** section (settings that apply across all integrations, such as version selection, save file location, and the communication port) plus a separate accordion for each system: iManage, SharePoint, NetDocuments, Worldox, and Epona. Expand the accordion for your DMS to enable it and adjust its options.

    <Frame>
      <img src="https://mintcdn.com/draftable/NOgIcpqgGqLdTkaB/images/setting-up-your-dms/dms-overview-connections-266.png?fit=max&auto=format&n=NOgIcpqgGqLdTkaB&q=85&s=42b5b30bb39b3fc79ed9130f8fd281fd" alt="The DMS Connections settings pane in Draftable Legal 26.6, showing the Universal section and per-DMS accordions" width="1549" height="797" data-path="images/setting-up-your-dms/dms-overview-connections-266.png" />
    </Frame>
  </Tab>

  <Tab title="Before 26.6">
    Open the settings menu and select the **Integrations** tab. Each DMS has its own sub-section (iManage, SharePoint, NetDocuments, Worldox, Epona) where you enable the integration and adjust its options, alongside a **General** section for shared settings.
    <Note>A screenshot of the legacy Integrations pane is pending. The settings behave the same way as the 26.6 DMS Connections pane shown above, just in a different location.</Note>
  </Tab>
</Tabs>

The detailed setup articles linked in each section below walk through the full configuration for that system.

***

<div id="imanage" />

## iManage

iManage is a popular document and email management system used in legal environments. Follow the articles below in order to configure iManage integration with Draftable Legal.

### Step 1: Review the Configuration Checklist

Start by reviewing the full checklist of requirements and configuration steps for iManage integration.

<Steps>
  <Step title="iManage Configuration Checklist" icon="check">
    Review the complete checklist of all requirements and steps needed for iManage integration.

    <a href="/hc/en-us/articles/26582558771481-iManage-Configuration-Checklist" target="_blank" rel="noopener noreferrer">
      **→ Open article in new tab**
    </a>
  </Step>
</Steps>

### Step 2: Configure Based on Your iManage Deployment Type

Choose the guide that matches your iManage environment:

<Tabs>
  <Tab title="On-Premises">
    If your organization uses an on-premises iManage deployment:

    <Steps>
      <Step title="Guide for iManage On-Premises integration with Draftable Legal" icon="check">
        Follow the complete setup guide for on-premises iManage environments.

        <a href="/hc/en-us/articles/19747263579801-Guide-for-iManage-On-Premises-integration-with-Draftable-Legal" target="_blank" rel="noopener noreferrer">
          **→ Open article in new tab**
        </a>
      </Step>
    </Steps>
  </Tab>

  <Tab title="Cloud">
    If your organization uses iManage Cloud:

    <Steps>
      <Step title="Guide for iManage Cloud integration with Draftable Legal" icon="check">
        Follow the complete setup guide for iManage Cloud environments.

        <a href="/hc/en-us/articles/24481421270425-Guide-for-iManage-Cloud-integration-with-Draftable-Legal" target="_blank" rel="noopener noreferrer">
          **→ Open article in new tab**
        </a>
      </Step>
    </Steps>
  </Tab>
</Tabs>

### Step 3: Complete the Integration Setup

Once you have configured based on your deployment type, complete the final integration steps.

<Steps>
  <Step title="iManage Integration with Draftable Legal" icon="check">
    Complete the final integration configuration to enable iManage functionality within Draftable Legal.

    <a href="/hc/en-us/articles/16549583625241-iManage-Integration-with-Draftable-Legal" target="_blank" rel="noopener noreferrer">
      **→ Open article in new tab**
    </a>
  </Step>
</Steps>

***

<div id="netdocuments" />

## NetDocuments

NetDocuments is a cloud-based document management system popular with legal professionals. Follow the articles below to configure NetDocuments integration with Draftable Legal.

<Steps>
  <Step title="Set up guide for Draftable Legal integration with NetDocuments" icon="check">
    Follow the complete setup guide to configure NetDocuments integration with Draftable Legal.

    <a href="/hc/en-us/articles/25960764447385-Set-up-guide-for-Draftable-Legal-integration-with-Netdocuments" target="_blank" rel="noopener noreferrer">
      **→ Open article in new tab**
    </a>
  </Step>

  <Step title="Connecting your NetDocuments account with Draftable Legal" icon="check">
    Complete the account connection process to link NetDocuments with Draftable Legal.

    <a href="/hc/en-us/articles/25961845165081-Connecting-your-NetDocuments-account-with-Draftable-Legal" target="_blank" rel="noopener noreferrer">
      **→ Open article in new tab**
    </a>
  </Step>
</Steps>

***

<div id="sharepoint" />

## SharePoint

SharePoint Online is Microsoft's collaboration and document management platform. Follow the articles below to configure SharePoint integration with Draftable Legal.

<Steps>
  <Step title="Configuring SharePoint Online to launch directly into Draftable" icon="check">
    Set up SharePoint to allow users to launch comparisons directly from within SharePoint.

    <a href="/hc/en-us/articles/25571809846297-Configuring-Sharepoint-Online-to-launch-directly-into-Draftable" target="_blank" rel="noopener noreferrer">
      **→ Open article in new tab**
    </a>
  </Step>

  <Step title="Connecting your SharePoint account with Draftable Legal" icon="check">
    Configure the connection between SharePoint and Draftable Legal.

    <a href="/hc/en-us/articles/25442111938585-Connecting-your-Sharepoint-account-with-Draftable-Legal" target="_blank" rel="noopener noreferrer">
      **→ Open article in new tab**
    </a>
  </Step>
</Steps>

***

<div id="worldox" />

## Worldox

Worldox is a document management system commonly used by law firms and businesses. Follow the articles below to configure Worldox integration with Draftable Legal.

<Steps>
  <Step title="Set up guide for Draftable Legal integration with Worldox" icon="check">
    Follow the complete setup guide to configure Worldox integration with Draftable Legal.

    <a href="/hc/en-us/articles/31690826910617-Set-up-guide-for-Draftable-Legal-integration-with-Worldox" target="_blank" rel="noopener noreferrer">
      **→ Open article in new tab**
    </a>
  </Step>

  <Step title="How to enable Worldox integration in Draftable Legal" icon="check">
    Enable the Worldox integration in the Draftable Legal settings menu (under **DMS Connections** in 26.6 and later, or the **Integrations** tab before 26.6).

    <a href="/hc/en-us/articles/31708233972121-How-to-enable-Worldox-integration-in-Draftable-Legal" target="_blank" rel="noopener noreferrer">
      **→ Open article in new tab**
    </a>
  </Step>
</Steps>

***

<div id="epona" />

## Epona

Epona is a document management solution integrated with Microsoft 365. Follow the articles below to configure Epona integration with Draftable Legal.

<Steps>
  <Step title="How to integrate Epona with Draftable Legal" icon="check">
    Follow the integration guide to set up Epona with Draftable Legal.

    <a href="/hc/en-us/articles/43691959041817-How-to-integrate-Epona-with-Draftable-Legal" target="_blank" rel="noopener noreferrer">
      **→ Open article in new tab**
    </a>
  </Step>

  <Step title="How to enable Epona integration in Draftable Legal" icon="check">
    Enable the Epona integration in the Draftable Legal settings menu (under **DMS Connections** in 26.6 and later, or the **Integrations** tab before 26.6).

    <a href="/hc/en-us/articles/36946151482137-How-to-enable-Epona-integration-in-Draftable-Legal" target="_blank" rel="noopener noreferrer">
      **→ Open article in new tab**
    </a>
  </Step>
</Steps>

***

## Need help?

If you encounter any issues during DMS configuration, please contact our support team at [support@draftable.com](mailto:support@draftable.com) for assistance.