iManage Control Center Help

Introduction

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

Using 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

Cloud: Creating users
Assign a user to library
On-premises: Creating users

Resetting user passwords

Adding users to groups

Enabling or disabling users

Editing user profile
Editing 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

Create Template
Defining folder structure using Add option
View
Edit
Copy template
Delete
Quick Reference

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Roles

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

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Trash

Search
Restore
Permanently Delete
View

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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

Upload Package
Configure Manually
Add cloud application
Edit security details
Enable/Disable application
Edit configuration details
Delete external applications/extensions
View

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Groups

Searching for groups
Enabling or disabling groups
Manage Members
Creating a group

Editing a group
Copying a group
Viewing group details
Enabling or disabling filters

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Workspaces

Search
Check Effective Access
Security
View

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File Types

Search
Filter by HIPAA Compliant or App Extension
Add a File Type
Edit
HIPAA Compliant
Delete
View

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Global

V iew
Edit

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iOS

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

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Captions

Search
Edit
View

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File Handlers

Search
Add File Handlers
Map multiple document types
Primary application
Non-primary application
Edit
Delete
View

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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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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. Emphasis is placed on customizing and monitoring an iManage Work Cloud environment. This course also delves into implementation strategies, template design, and client customization recommendations. (Click here to download the course outline.)