NOTE: Before you start performing the configuration tasks on this page, you should be provisioned to use Ask iManage by Customer Success Operations (CS Ops) team in iManage. CS Ops will enable Ask iManage for your instance of cloudimanage.com after you have subscribed for the same.

On this page:

Step 1: Adding “iManage - Ask iManage Web Extension” in iManage Control Center

NOTE: To add an application in iManage Control Center, the user signed in to iManage Control Center must be assigned to a Global Management role that has the App Management privilege. For more information, refer to Global privilege descriptions.

To configure Ask iManage in your instance of cloudimanage.com, the following extension must be added and configured in iManage Control Center:

  • iManage - Ask iManage Web Extension

If the extension isn't on the Applications page in iManage Control Center yet, it's not added to your environment. Follow the steps below to add the applications in iManage Control Center.

NOTE: If the applications are listed, but they're disabled, refer to Enabling/disabling iManage - Ask iManage Web Extension in iManage Control Center.

  1. After signing in to iManage Control Center, select Settings in the left navigation pane and then select Applications.

    Ad application.png

  2. Select Add Application.

    Applications Ask iManage.png

  3. In the Add Application dialog, from the available list of applications, select iManage - Ask iManage Web Extension and then select Authentication.

NOTE: If you don’t see the extension, it implies that the extension isn’t added for your tenant. Please raise a request with CS Ops using the following iManage Help Center link: https://help.imanage.com/hc/en-us/articles/13686546173083-For-Partners-iManage-Customer-Success-Operations-Request-Center

Provide the following details:

  • Application Name: iManage Ask iManage Web Extension

  • Application ID: ab77a14c-d3bf-4afe-9f4e-02e844d8a45a

After you receive a confirmation from CS Ops, add the application by following the process from Step 2 onwards.

  1. In the Add Application dialog, the authentication step displays the following options:

    • The Allow Refresh Token is set to No, by default. If not, set it to No.

    • Set Access Token Expiry interval. By default, the access token is set to expire after 30 minutes of inactivity. Ensure this value is greater or equal to the Access Token Expiry interval for the Work Client (web) application.

  2. Select Access. Select from one of the following options:

    • Allow access to All Users: This is the default setting.

    • Custom: If you select this option, search for the users you want to provide access to and select them.

  3. Select Settings. Enter the domain URL from where iManage Work Web and Ask iManage will be accessed. By default, this is cloudimanage.com. However, in case your instance of cloudimanage.com has a custom prefix, add it in the domain name: <subdomain>.cloudimanage.com.
    Example: example.cloudimanage.com

  4. Select Review, and then select Finish. A success message is displayed informing you that the application is added.

  5. Refresh the iManage Control Center page. 
    The extension is listed on the Applications page in iManage Control Center. 

Step 2: Enabling Ask iManage panel in iManage Work at cloudimanage.com

This configuration lets you configure the tabs displayed in the Details panel within the desktop view and the open/save dialog.

  1. In iManage Control Center, select Work Clients > Web Client.

    Work Client Work Web.png

  2. On the Settings tab, select Navigation.

    Settings Navigation.png

  3. In the Documents row, select Edit.

  4. In the Documents dialog, do the following:

    1. Select the Ask iManage check box.

      Add AskiManage.png

    2. Select the reorder icon reorder icon.png next to the Ask iManage field and move it in the list to set the preferred order for it in the list of tabs.

    3. Select Save. The Ask iManage panel is now displayed in cloudimanage.com under Documents.

NOTE: Repeat Steps 3 and 4 for Emails.

Step 3: Enabling the right-click menu in iManage Work at cloudimanage.com

This action helps users to view the Ask iManage right-click option for Documents in iManage Work at cloudimanage.com.

  1. In iManage Control Center, select Work Clients > Web Client.

    Work Client Work Web.png

  2. On the Settings tab, select Context Menus.

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  3. On the Context Menus Customization page, select anywhere in the Documents pane. The Add action option is displayed.

    context menu customization option.png

  4. Select Add action and from the list displayed, select Ask iManage.

    Add Ask IManage.png

  5. Select the checkmark.png icon and then select Save to complete the action. The option is now displayed on the right-click menu in iManage Work cloudimanage.com.

    Add action.png

After you complete the aforementioned three steps, you can go to iManage Work at cloudimanage.com and view the Ask iManage panel.

AskiManage in Work.png

NOTE: If the Ask iManage panel isn’t displayed, refresh the web client twice or clear the local cache.

Repeat the steps to ensure that user to view the Ask iManage right-click option for Emails in iManage Work at cloudimanage.com.