Accessing templates in iManage Work clients

The following iManage Work client applications consume iCC templates to create workspaces and Flexible Folders:

  • iManage Work

  • iManage Work Desktop for Windows (in the Work Panel in Microsoft Outlook)

  • iManage Work Workspace Generator

  • iManage DeskSite

  • iManage FileSite

NOTE:

To use templates from iManage DeskSite or iManage FileSite, iManage Work add-ins must be installed. See Using templates in iManage DeskSite and iManage FileSite for more information.

Using templates in iManage Work

Templates can be accessed from iManage Work clients when the Flexible Folders option under Global settings is enabled.

To create folders or workspaces from a template:

  • Flexible Folders: Access the matter or workspace to which you want to add the folders, select images/download/thumbnails/65984333/More_Actions.png > New Folder. The New Folder dialog opens. Select the appropriate template and folders to create, then select Create.

  • Workspaces: Access Recent Matters or My Matters, and select New Matter. The New Matter dialog opens. Select the appropriate template for this workspace, then click Create.
    NOTE: After the workspace has been created, you cannot modify the workspace to use a different template.

Figure: Example of workspace and folders created from a template

images/download/attachments/65984333/Folder_structure.png

Using templates in iManage DeskSite and iManage FileSite

  • Install iManage Work 10 add-ins for Desksite 9.3.x or FileSite 9.3.x.

  • Start the desktop application and perform the following steps:

    • Flexible Folders: Right-click the workspace to which you want to add the folder, select New > Folder and you are redirected to the Create Folders page, which displays the available templates.

    • Workspaces: Right-click the library in which you want to create a new workspace, My Workspaces, or My Matters, and select New > WorkSpace. You are redirected to Create New Workspace page that displays the available templates.

For more information, refer to iManage Work Add-ons for Classic Clients Installation and User Guide.