Settings

Settings page contains the following three tabs:

Tab

Description and usage

General

Enables you to customize general settings for the iManage Work client applications.

  • Set the default language for iManage Work applications using the Default Language option.

    • Hide specific language from the browser from the browsers that display iManage Work following these steps.

  • Customize your organization logo for iManage Work applications using the Customize Logo option.

Feature

Enables you to customize different feature options for the iManage Work applications.

Access

Enables assigning the privilege to users in a group to access iManage Work client application. The users who are not in this list can still access iManage Work for Office, iManage Work 10 for Mobility, and iManage Work classic clients. This feature is useful for firms who decide to provide the mobile access of iManage Work client application only to specific users, and control the data that is left on the devices. For example, mobile access is provided only to partners and attorneys, while the document support staff and secretaries are restricted.

General tab

Figure: General tab

images/download/attachments/63803338/Screen_Shot_2019-05-03_at_4.54.29_PM.png

Setting the default language

Select a language from the Select Language drop-down list, and then select Save. When users launch iManage Work application, the application appears in the selected language.

Hiding a specific language from browsers

  1. Create a new file: C:\Program Files\Autonomy\WorkSite\WorkWebServer\settings.py

  2. Add the following contents to the file, excluding any languages you do not want:

# -*- coding: UTF-8 -*-
 
# Supported Languages
IM_LOCALES = [
{'id': 'en-US', 'name': 'English'},
{'id': 'fr-FR', 'name': 'Français'},
{'id': 'es-ES', 'name': 'Español'},
{'id': 'de-DE', 'name': 'Deutsch'},
{'id': 'pt-BR', 'name': 'Português (Brasil)'},
{'id': 'ja-JP', 'name': '日本語'},
{'id': 'zh-CN', 'name': '中文简体'}
]

Features tab

Figure: Features

images/download/attachments/63803338/Features.png


Customize the following Work 10 feature options, then click Save.

Note

In an on-premises iManage Work deployment, changes to these settings will become visible to end users after approximately 5 minutes and upon their next login session.


Table: Feature options

Option

Steps/description

Username Format

Select the format of username to be displayed in iManage Work.

Metadata Format

Select Alias & Description or Description Only or both as the format for custom metadata fields to be displayed in iManage Work.

Enable additional tab

Enables and configures an additional tab on the iManage Work home page. By default, this setting is disabled.

When enabled, the additional tab displays a list of clients based on the user's recent activity. It is populated using the Custom1 metadata field. You can also chose a different metadata field between Custom1-12 and Custom29-30. This setting is enforced over the legacy registry setting "Custom View Metadata Field".

Select Yes to add an additional tab, then select the metadata from the drop-down list.

Optionally, select METADATA > Captions, and update the captions for CUSTOM1VIEW, and RECENTCUSTOM1 to reflect appropriate labels in iManage Work for the additional tab, and recent items. For example, if Practice Areas is added as an additional tab, then update the captions to reflect labels in iManage Work as Practice Areas, and Recent Practice Areas.

Figure: iManage Work Home Page

images/download/attachments/63803338/Caption1.png

Figure: iManage Work Search Window

images/download/attachments/63803338/Caption.png

Default tab on Login

Select which tab is loaded when users sign in to iManage Work.

If not set, the Documents tab is displayed by default.

Users can overwrite this preference and set their Web Default Tab in their User Settings.

Figure: Default tab displayed on login

images/download/attachments/63803338/image2020-4-22_13-36-45.png

Lookup field dropdown limit

Configures the number of suggestions shown in the dropdown of lookup fields. The default is 150 suggestions.

Enable Google Tag Manager tracking

Select Yes to collect anonymous data through Google Tag Manager to track application usage information. No private data, such as user names or metadata, is sent to iManage.

iManage Work 10 previously used Google Analytics for the same purpose. Google Tag Manager provides increased flexibility in performing measurements to understand how features are being used.

Analytics using Google Tag Manager is disabled by default.

You must explicitly accept the license agreement. Until this is done, tracking will be disabled, even if the previous license agreement has been accepted.

Enable Work 10 Desktop for Windows Auto Updates App Banner

Select the Windows check box if you want your end-users to see the following Enable Work 10 Desktop for Windows Auto Updates App Banner in the iManage Work application (Work Web client) By default, this check box is not selected.

Only those end-users who do not have iManage Work Desktop for Windows will see this banner.

Figure: iManage Auto Updates Banner
images/download/attachments/63803338/Banners.png

Enable Search Language Selection

Configures whether the language search selection option is visible for simple and advanced searches in iManage Work.

  • Yes: (default) Displays the language selection option.

  • No: Hides the language selection option.

Figure: Language search selection option (when enabled)

images/download/attachments/63803338/image2020-4-22_11-8-25.png

Title-click operation for files

Configures the default action when a user clicks the title of a document or email.

  • Preview (default): opens a preview of the document or email.

  • Edit/Open: opens the document or email in its native application.

The Edit/Open option should be set only if all your users have iManage Work Desktop for Windows or iManage Work for Mac installed. If this software is not available on users' machines, the the following message will be displayed: You need to install iManage Office Integration to edit this document.

This option applies to iManage Work in a Desktop browser, iManage Work panel in Outlook, and Work Desktop for Mac.

NOTE

This setting is not respected when using the iManage Work in a mobile browser.


Access tab

Figure: Access

images/download/attachments/63803338/Access.png

  1. Select Yes to define which groups are allowed access to iManage Work. The field to search for groups appears.

    1. Enter a name of the group to be added, and select Add to provide access to the group.

    2. Click X to remove the group that has already been added.

  2. Select No to prevent access to iManage Work for any users.