iManage Control Center Help

Introduction

This document provides information for working with iManage Control Center (iCC).Additional information may be found in the iManage Work in the Cloud section of the iManage Support Center.

Using iManage Control Center is a set of step-by-step procedures for using the control center. They are presented in the same groupings and order as in the control center screen.

Deploying and Configuring iManage Work Clients is a series of procedures for setting up and using the different iManage Work clients, such as for Microsoft Windows and Apple Macintosh. There are procedures for integrating other products, like Gmail, with those clients.

Administration Tasks

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Users

Creating users
Assigning users to a library
Resetting user passwords
Adding users to groups

Enabling or disabling users

Editing user profile

Editing user security

Editing platform details

Viewing user details

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Documents

Search
Unlock
Check Effective Access
Security
Versions
History
View
Copy Link

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Custom Fields

Search
Add
Edit Caption
View custom field
View custom field details
Enable/Disable HIPAA Compliant
Enable/Disable the custom field
Deleting custom fields
Filter customer field value
Editing a custom field

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Templates

FAQ
Quick Reference
Creating a template

Creating a folder structure
Viewing template details
Editing a template
Duplicating a template
Deleting a template

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Roles

Searching for roles
Creating a library-level role
Creating a global role
Assigning a role to a user
Viewing role details
Editing roles

Duplicating a role
Deleting roles
Tiers

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Trash

Searching for deleted documents
Restoring documents
Permanently deleting documents

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Classes/Subclasses

Search
Filter classes
Create Class
Edit Class
View
Create Subclass
Edit Subclass
Filter subclasses
Delete

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Applications

Adding an application
Adding an application package

Integrating iManage Share with iManage Work

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Groups

Searching for groups
Creating a group
Enabling or disabling groups
Managing members Groups
Editing a group
Copying a group
Viewing group details

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Workspaces

Searching for workspaces
Checking effective access
Verifying user's access rights
Viewing workspace details

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File Types

Searching for file types
Adding a file type
Editing a file type
Enabling/disabling HIPAA Compliant option
Deleting file types
Viewing file type details

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Global

Editing global settings

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iOS

Creating mobility policy configurations for iOS devices
Editing an Existing .immconfig File

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Captions

Searching for captions
Editing captions
Viewing captions

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File Handlers

Searching for file handlers
Adding a file handler
Map multiple document types
Editing a file handler
Deleting a file handler
Viewing file handler details

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Web Client

Web settings
Web views
Web filters
Web context menus

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Refile Service

Refile operation
Types of refile
Restricted and secured documents
Configuring Refile
Refile rules
Use cases for metadata refiling
Use cases for security refiling
Refile FAQs

Additional Resources

Help Center

Training & Education

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images/download/thumbnails/61277633/image2019-4-13_9-10-42.png iManage Work Cloud Fundamentals

This 3-day course provides an in-depth study of the features and functionality of the iManage Work 10 clients and the associated administrative utilities, including the Web-based iManage Control Center.

Click here to download the course outline.