iManage Control Center Help

Introduction

This document provides information for working with iManage Control Center (iCC). It presents information and concepts required for iManage Work system administrators.

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 passwordsAdding users to groups
Enabling or disabling users

Editing user profile

Editing user security

Editing platform details

Viewing user details

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Documents

Searching for documents
Unlocking documents
Checking effective access
Verifying user's access rights
Viewing document versions
Viewing document history
Viewing document details
Copying a document link

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Custom Fields

Viewing custom field list
Searching for custom fields

Adding custom fields
Editing a caption
Viewing custom field details
Enabling/Disabling HIPAA compliant option
Enabling/Disabling custom fields
Editing a custom field
Deleting custom fields

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Templates

FAQ
Adding Name Prefixes and Suffixes
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
Viewing role details
Creating a library-level role
Creating a global role
Editing roles

Duplicating a role

Deleting roles

Assigning a role to a user
Tiers

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Trash

Searching for deleted documents
Restoring documents
Permanently deleting documents

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Classes/Subclasses

Searching for classes/subclasses
Creating a class
Creating a subclass
Editing a class/subclass

Deleting classes/subclasses
View details

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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
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

Search
Edit
View

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File Handlers

Searching for file handlers
Adding a file handler
Map multiple document types
Editing a file handler
Deleting file handlers
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
Configuring Refile
Refile rules
Use cases for metadata refiling
Use cases for security refiling
Refile FAQs

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Customer Managed Encryption Key - Dual Key

Creating the master key
Registering the Azure key vault domain names with iManage
Adding the global role Key Management
Adding a key
Using the iManage system key
Activating a key
Editing the key name
Viewing key details
Terms

Additional Resources

Help Center

Training & Education

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images/download/thumbnails/85073390/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.