Ask iManage Administration Help

To configure Ask iManage for cloudimanage.com:

NOTE: After you have subscribed to Ask iManage and it is provisioned in your tenant, you can start performing the steps provided in this page.

If you don’t see the application available in your tenant, reach out to your Customer Success Manager or Account Executive.

Step 1: Add iManage Ask iManage Web Extension in iManage Control Center

To configure Ask iManage for your instance of cloudimanage.com, the iManage Ask iManage Web Extension must be added and configured in iManage Control Center.

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.

NOTES:

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

After signing in to iManage Control Center, select Settings in the left navigation pane and then select Applications.
Figure: Settings > Applications tab
Select Add Application.
Figure: Add Application dialog
In the Add Application dialog, from the available list of applications, select iManage Ask iManage Web Extension and then select Authentication.

NOTE: If the extension isn’t listed, it implies that the extension isn’t added for your tenant. We recommend that you contact iManage Support for help on adding the extension to your tenant.

After you receive a confirmation from iManage Support, add the application by following the process from Step 2 onward.

In the Add Application dialog, the authentication step displays the following options:
- Set Allow Refresh Token to Yes.
- 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.
Select Access and then 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.
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 to the domain name: <subdomain>.cloudimanage.com.
Example: example.cloudimanage.com
Select Review, and then select Finish. A success message is displayed informing you that the application is added.
Refresh the iManage Control Center page.
The extension is listed in the Applications page in iManage Control Center.

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

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

In iManage Control Center, select Work Clients > Web Client.
Figure: Work Clients > Web Client
In the Settings tab, select Navigation.
Figure: Settings > Navigation
In the Documents row, select Edit.
In the Documents dialog, do the following:
1. Select the Ask iManage check box.
  Figure: Ask iManage check box
2. Select the reorder icon 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 iManage Work at cloudimanage.com under Documents.

NOTE: Within Step 2, repeat Steps 3 and 4 for Emails.

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

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

In iManage Control Center, select Work Clients > Web Client.
Figure: Work Clients > Web Client
In the Settings tab, select Context Menus.
Figure: Context Menus tab
On the Context Menus Customization page, select anywhere in the Documents pane. The Add action option is displayed.
Figure: Context menu customization options
Select Add action and from the list displayed, select Ask iManage.
Figure: Add Ask iManage option
Select the icon and then select Save to complete the action. The option is now displayed on the right-click menu in iManage Work at cloudimanage.com.
Figure: Confirm addition

Go to iManage Work at cloudimanage.com and view the Ask iManage panel.

Figure: Ask iManage panel in iManage Work at cloudimanage.com

NOTE:

Within step 3, repeat steps 3 to 5 for Emails.
If the Ask iManage panel isn’t displayed, refresh the web client twice or clear the local cache.
Sign into iManage Work and check if the Ask iManage icon is available in the blue banner when users select documents or emails.
Figure: Ask iManage icon in blue banner

Step 4: Enabling Ask iManage in left navigation pane in iManage Work at cloudimanage.com

This configuration lets you configure Ask iManage in the left navigation pane in iManage Work at cloudimanage.com.

In iManage Control Center, select Work Clients > Web Client.
Figure: Work Clients > Web Client
On the Settings tab, select Navigation.
Figure: Context Menus tab
In the Navigation row, select Edit.
In the Navigation dialog, do the following:
1. Select the Ask iManage check box.
  Figure: Ask iManage checkbox
2. Select the reorder icon 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 in the left navigation pane.

Step 5: Enabling Ask iManage for document versions

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

In iManage Control Center, select Work Clients > Web Client.
Figure: Work Clients > Web Client
In the Settings tab, select Context Menus.
Figure: Context Menus tab
On the Context Menus Customization page, select anywhere in the Versions pane. The Add action option is displayed.
Select Add action and from the list displayed, select Ask iManage.
Select the icon and then select Save to complete the action. The option is now displayed on the right-click menu in iManage Work at cloudimanage.com.
Figure: Confirm addition
Go to iManage Work at cloudimanage.com, open the Versions tab and right-click any of the document, and check for Ask iManage option for the various versions of the documents.
Figure: Ask iManage enabled for document version