Office

NOTE:

This application is available to NRTAdmin users only.

This feature enables you to upload the Office and Email configuration files for iManage Work for Office applications. As an administrator, you can modify the sample configuration files that iManage provides and then upload them to iManage Work using the Office feature. These configurations are deployed for all users in the organization enabling you to enforce centralized administration of configuration settings.

The configuration files contain information such as login information, email management settings, Microsoft Office integration options, and as well as Microsoft Office application specific operations depending on the user settings/preferences. For example, file operations like Open, Save, Save as and so on for Microsoft Office applications like Word, PowerPoint, Excel, Visio, and MS Project. For more information about the Office and email configuration files, see:

When you are on the Office page, you see the options displayed in the following figure:

Figure: Office page

images/download/attachments/65984504/Office1.png

You can upload the configuration files under two categories:

Configuration

Use this feature to upload configuration files for customizing the user experience in Microsoft Office applications.

Email Templates

Use this feature to upload the Microsoft Outlook configuration file to customize the email template.

Configuration

On the Office page, select Configuration . The Configuration page appears.

This enables you to:

  • Upload configuration files using the Upload feature.

  • Replace configuration file using the Replace feature.

  • Download individual configuration file using the Download feature.

  • Delete single or multiple configuration files using the Delete feature.

  • View generic table options in the UI overview section.

Uploading configuration files

  1. Select images/download/thumbnails/65984504/Screen_Shot_2019-01-11_at_3.10.43_PM.png . The Upload Files dialog box appears.

  2. Select images/download/thumbnails/65984504/Screen_Shot_2019-01-11_at_3.13.13_PM.png , choose files, and select images/download/thumbnails/65984504/Screen_Shot_2019-01-11_at_3.16.20_PM.png . The configuration files are uploaded to Configuration category.

    NOTE:

    Alternatively, you can drop the selected configuration files to upload.

Replacing a configuration file

Use this option to replace any configuration file. This option is available on the:

  • Ribbon bar: Select a configuration file to see this option on the ribbon bar.

  • Kebab menu: The images/download/thumbnails/65984504/elipse.png icon adjacent to each configuration file.

  • Context menu: Right-click a configuration file to see this option.

  1. Use one of the preceding options and select Replace . The Replace File dialog box appears.

  2. Select Choose File. Choose the file you want to replace. The file gets replaced.

Downloading configuration files

Use this option to download any configuration file. This option is available on the

  • Ribbon bar: Select a configuration file to see this option on the ribbon bar.

  • Kebab menu: The images/download/thumbnails/65984504/elipse.png icon adjacent to each configuration file.

  • Context menu: Right-click a configuration file to see this option.

Use one of the preceding options and select Download. The configuration file gets downloaded.

Deleting configuration files

Use this option to delete single or multiple configuration files.

Single file

This option is available on the:

  • Ribbon bar: Select a configuration file to see this option on the ribbon bar.

  • Kebab menu: The images/download/thumbnails/65984504/elipse.png icon adjacent to each configuration file.

  • Context menu: Right-click a configuration file to see this option.

The following steps are explained using one of the above options:

Use one of the preceding options and select Delete. The confirmation message box appears. Confirm the action to continue or abort.

Multiple files

This option is available on the ribbon bar when you select the configuration files. Select Delete. The confirmation message box appears. Confirm the action to continue or abort.

Email Templates

Select Email Templates to display the Email Templates page. Here, you can:

  • Upload email templates using the Upload feature.

  • Replace a template using the Replace feature.

  • Download individual template file using the Download option.

  • Delete single or multiple templates using the Delete option.

  • View generic table options in the UI overview section.

Uploading email templates (configuration files)

  1. Select images/download/thumbnails/65984504/Screen_Shot_2019-01-11_at_3.10.43_PM.png . The Upload Files dialog box appears.

  2. Select images/download/thumbnails/65984504/Screen_Shot_2019-01-11_at_3.13.13_PM.png , choose files that you want to upload, and select images/download/thumbnails/65984504/Screen_Shot_2019-01-11_at_3.16.20_PM.png . The files are uploaded to the Email Templates category.

Replacing email templates

Use this option to replace any email template file. This option is available on the:

  • Ribbon bar: Select a email template file to see this option on the ribbon bar.

  • Kebab menu: The images/download/thumbnails/65984504/elipse.png icon adjacent to each email template file.

  • Context menu: Right-click a email template file to see this option.

  1. Use on of the preceding options and select Replace. The Replace File dialog box appears.

  2. Select Choose File . choose the file you want to replace. The existing file gets replaced with the new one.

Downloading email templates

Use this option to download an email template file. This option is available on the:

  • Ribbon bar: Select a email template file to see this option on the ribbon bar.

  • Kebab menu: The images/download/thumbnails/65984504/elipse.png icon adjacent to each email template file.

  • Context menu: Right-click a email template file to see this option.

Use one of the preceding options and select Download. The configuration file gets downloaded.

Deleting email templates

Use this option to delete single or multiple email template files.

Single email template

This option is available on the:

  • Ribbon bar: Select a email template file to see this option on the ribbon bar.

  • Kebab menu: The images/download/thumbnails/65984504/elipse.png icon adjacent to each email template file.

  • Context menu: Right-click a email template file to see this option.

Use one of the preceding options and select Delete. The email template file gets deleted.

Multiple email templates

This option is available on the ribbon bar when you select email template files. Select Delete. The confirmation message box appears. Confirm the action to continue or abort.