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

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

    Work Client Work Web.png

  2. In the Settings tab, select Context Menus.

    contrxt menus.png

  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 the Compare Documents, Start a conversation, and Start a Review actions.

    Screenshot 2026-01-15 at 12.35.56.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 at cloudimanage.com.

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

AskiManage Panel in CIM.png

NOTE:

  • Repeat steps 3 to 5 for Emails & Matters

    • Note that only ‘Start a conversation’ can be added for Matters

  • 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.

    new_admin_05.png