What's new in iManage Control Center
Key Concepts
Metadata
Using iManage Control Center
Overview
How can I determine my iManage Control Center version?
Access
Users
Groups
Roles
Content
Documents
Trash
Trash FAQ
Workspaces
Metadata
Custom Fields
Classes / Subclasses
File Handlers
File Types
Captions
Settings
Templates
Accessing templates in iManage Work clients
Adding Name Prefixes and Suffixes
Creating a template
Creating a folder structure
Viewing template details
Editing a template
Duplicating a template
Deleting a template
Best Practices
FAQ
Forms
Applications
Adding an application
Adding an application package
Integrating iManage Share with iManage Work
Global
Folder administration tips
Refile
Refile operation
Types of refile
Refile rules
Restricted and secured documents
Configuring Refile
Use cases for metadata refiling
Use cases for security refiling
Refile FAQs
Encryption Keys
Azure Key Vault
Encryption Key Error Messages
Work Clients
Web Client
Settings
Views
Filters
Context Menus
iOS
Creating mobility policy configurations for iOS devices
Editing an Existing .immconfig File
Office
Classic
Default Forms
Appendix - Reference Materials
UI overview
Customizing Microsoft Office applications
Customizing the email template
Frequently Asked Questions (FAQs)
Troubleshooting
Install or Upgrade Control Center
Deploying and Configuring iManage Work Clients
Desktop Clients
Deploying iManage Work Clients
iManage Work Desktop for Windows
Configuring the Auto Updates Installation
Terms and Definition
Auto Updates Installation Workflow
Displaying or Hiding the iManage Auto Updates Banner
Specifying the Update Server Location
Defining Channels
Assigning Channels to Users
Enabling or Disabling Channel Selection
Configuring the Frequency to Check for Updates
Automatically Downloading Updates
Turning Off Auto Updates
Log Files
Installing iManage Work Desktop for Windows
Using Auto Updates
Installing Manually (Standalone)
Silent Installation (Manual)
Installing in Remote Desktop Session Host Environment
Installing in Compatibility Mode (with FileSite or DeskSite 9.3.4 or Later)
Silent Installation of FileSite or DeskSite 9.3.4 or Later
Installation of iManage Work Desktop for Windows 10.2
Upgrading iManage Work Desktop for Windows
Upgrading the Standalone Installation
Upgrading to iManage Work Desktop for Windows with FileSite or DeskSite 9.3.4 or Later
Installing iManage Work Desktop for Mac
Installing iManage Work Email Management for Gmail
Deploying iManage Work Mobility
Configuring and Customizing iManage Work Clients
iManage Work Desktop for Windows
Overview
Understanding the Configuration Files Download Process
Configuration Files for Customization
imEMM.config
imWorkOptions.xml
Downloading Configuration Files
Making Configuration Files Available to Clients
Key Use Cases
Customizing Email Management for Outlook
Disabling Luggage Tags for Outgoing Emails
Specifying the Placement of Folder Addresses
Enabling Docketing
Configuring the Default Filing Folder for Emails
Using Email Templates
Enabling Microsoft Outlook to Use Email Templates
Customizing Email Templates
Customizing Microsoft Office Application
Changing the Default Document Class
Configuring Save and Sync for Every Save
Configuring the File Type Options for Filters
Customizing the File Menu in Office
Getting Started
Adding an Action to the File Menu
Customizing the Name of an Action
Customizing the iManage Tab
Automatic Enabling of iManage Add-ins
Appendix A - Custom Attribute IDs
Appendix B - Enabling Auto Discovery of iManage Work Servers
Appendix C - WSProfileAttributeID Enumerators
iManage Work Desktop for Mac
Managing Preferences
iManage Work Server Configuration
Email Client Configuration
Check-In Default
General Settings
iManage Work Email Management for Gmail