To configure Ask iManage for Microsoft Word, first perform all the steps provided in the Configuring Ask iManage for cloudimanage.com section. Then perform the following steps:
Step 1: Adding Microsoft 365 for the desktop application in iManage Control Center
NOTE: If you want to use Ask iManage in Microsoft Word, you have to enable iManage Work Next Generation Co-authoring on your device. The information in Step 1 and Step 2 enables iManage Work Next Generation Co-authoring on your device.
For more information about iManage Work Next Generation Co-authoring, refer to iManage Work Next Generation Co-authoring Help.
In the left navigation pane, select Settings > Applications and then select Add Application.
Figure: Settings > Applications tab
In the Add Application dialog, from the available list of applications, select Microsoft 365 for the desktop and then select Authentication.
Figure: Application dialog
In the Add Application dialog, the authentication step displays the following options:
Set Allow Refresh Token is set to Yes.
Set Access Token Expiry interval. By default, the access token is set to expire after 30 minutes of inactivity.
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 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 on the Applications page in iManage Control Center.
Step 2: Enabling Edit (Co-author) for opening documents in Microsoft Word
This action helps users to view the Edit (Co-author) right-click option 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 Context Menus.
Figure: Context menus tab
On the Context Menus Customization page, select anywhere in the Documents pane to display the Add action option as shown in the following figure.
Figure: Select Add action
Select Edit (Co-author) and then select the
icon. Select Save to complete the action. Figure: Select Edit (Co-author)
The Edit (Co-author) option is now added to the right-click menu.
Step 3: Deploying the Ask iManage Word add-on in M365 Admin Center
To enable the Ask iManage Work add-on, it has to be deployed in M365 Admin Center by doing the following:
Browse to M365 Admin Center: https://admin.microsoft.com/#/homepage.
Go to Settings > Integrated apps.
Figure: Settings > Integrated apps
Select Upload custom apps.
Select Add type as Office Add-in.
Select Provide link to manifest file and paste the following: https://cloudimanage.com/ai/ask/manifest/manifest.xml, and then select Validate to validate to manifest file.
Figure: Upload apps to deploy
Select Next.
Select the users for whom the plug-in has to be enabled and then select Next.
Review the Accept permission requests and then select Next.
Review the information and then select Finish deployment.
Step 4: Updating Ask iManage Word add-on in M365 Admin Center
It’s possible that Ask iManage Word add-in receives updates to the manifest file. To deploy the updated Ask iManage Word add-on, it needs to be updated in M365 Admin Center by doing the following:
Browse to M365 Admin Center: https://admin.microsoft.com/#/homepage
Go to Settings > Integrated apps.
Figure: Settings > Integrated apps
Select Ask iManage to the display the application details.
Figure: Select Ask iManage application
Select Update add-in.
Figure: Select Update add-in
Select Provide link to manifest file and paste the following: https://cloudimanage.com/ai/ask/manifest/manifest.xml, and then select Validate to validate to manifest file.
Select Next after the manifest file is uploaded and validated.
Select Accept and Update.
Figure: Select Accept and Update
The Ask iManage Work add-on is now successfully updated.