Global

NOTE:

To perform operations on the Global page, the user signed in to iManage Control Center must be a member of the NRTADMIN group.

This feature enables you to configure iManage Work settings.

Select SETTINGS > Global to view the following global settings and to Edit the required fields.

Figure: Global settings

images/download/attachments/103555085/image2020-9-2_10-15-22.png

The following is a description and notes for each of the settings.

Table: Global settings values

Name

Value

Default value

Description

Flexible Folders

Enabled/Disabled

Enabled

Enables or disables the Flexible Folders feature, which uses predefined templates to pre-populate and enforce the container structure when a workspace is created. It also restricts creating, deleting, and renaming containers afterwards. These templates allow the organization to better structure and to control workspaces according to their best practices.

If enabled, flexible folders are enforced. This applies to all libraries.

If disabled, flexible folders are not enforced. No libraries will use flexible folders.

See Templates for more information.

Match fields for filtering templates

None, one, or two Metadata fields

Not selected

When Flexible Folders is enabled, specify the fields used to suggest templates to users when they create new template-based folders or tabs in iManage Work.

Templates with field values that match those of the parent workspace where the folder or tab is created will be suggested at the top of the template selection menu .

The following example shows the New Folder dialog, where the Practice Area field has been set as a Match field. The user is creating a New Folder within a workspace which has it's Practice Area set to Labor. Two templates have been displayed under Suggested Templates, as these templates match this same Practice Area (Labor).

images/download/attachments/103555085/image2021-4-13_10-47-42.png

  • Templates that match both of the fields are listed first under Suggested Templates.

  • Templates that match only one field are listed next under Suggested Templates.

  • All other templates which do not match any fiields are listed under Other Templates.

If no matching templates are found, no Suggested Templates will be displayed to the user. In this case, all templates are displayed in alphabetic order.

NOTE:

To configure this field, you must enable the Flexible Folders option.

If you do not specify any match fields, the system defaults to Custom 29 and Custom 30 to provide suggested templates.

Allow to Create Metadata

None, one, or more metadata fields

Not selected

Enables users to manually create custom metadata values when creating a workspace using iManage Work client applications.

In the following example, the Custom1 field has been enabled, allowing the user to create a value for the Custom1 field while creating a workspace.

images/download/attachments/103555085/image2021-2-4_16-52-10.png

Select only those custom metadata fields that you want users to be able to create values for.

Auto-generate custom Alias

True/False

False

This option is only available if Allow to Create Metadata is enabled.

Automates the generation of the custom metadata Alias property during workspace creation for the customers who use only the Name or Description property. The Alias is internally auto-generated and cannot be controlled using special mnemonics or numbering. This Alias property is hidden and only the Name appears in the user interface.

User Trash

Enabled/Disabled

Enabled

Enables the User Trash feature for users in iManage Work clients. This allows users to restore their deleted documents and emails.

  • When enabled, documents are moved to the user's Trash and can be restored by the user, or by an administrator in Control Center > Content > Trash .

  • When disabled, users can only delete documents and emails, without the ability to restore their deleted items from their Trash. Administrators can still restore these deleted items from Control Center > Content > Trash.

NOTE: For on-premises deployments, you must also enable the "Enable Trash" Work Server registry setting to enable Trash functionality. See the iManage Work Server Administration Guide for more details.

See Trash for more information about managing deleted documents and emails in iManage Control Center.

HIPAA Option

Shown, Hidden

Shown

Shows or hides the HIPAA compliant option in iManage Work clients when users are manually adding new metadata values during workspace creation, as shown:

images/download/attachments/103555085/2021-02-24_14-09-18.gif

NOTE: The ability for users to add new metadata values is controlled using the Allow to Create Metadata option, as described above.

The HIPAA compliant option is used to determine whether files assigned this custom metadata value use encrypted file storage to be compliant with the Health Insurance Portability and Accountability Act (HIPAA).

Default Email Folder

String

"E-mails"

Name of the default email filing folder for workspaces.

While filing an email, users can select the workspace. The default email folder is picked up automatically as the filing location for all filed emails. The folder name in the workspace must match the default email folder name configured here.

Access rights required for creating folders under workspaces

Read/Write
or
Full Access

Read/Write

Manages what access rights to a workspace are required for users to be able to create containers, such as folders, search folders, Share folders, and tabs, at the top (root) level of any workspace.

  • Read/Write: Users with Read/Write access rights or higher to any workspace can create folders, search folders, Share folders, or tabs at the top (root) level of a workspace, regardless of the default security of the workspace.

  • Full Access: Users with Full Access rights to any workspace can create folders, search folders, Share folders, or tabs at the top (root) level of a workspace, regardless of the default security of the workspace .

This setting replaces the legacy "Allow folder creation in public workspaces" setting. When the legacy setting was enabled, users with read/write access to public workspaces could create containers at the top (root) level of those workspaces.

IMPORTANT

Once you update this new setting in Control Center, the legacy setting will be overwritten and cannot be reverted. Afterward, you can only use Control Center to modify this setting.

See Folder administration tips for more information about this setting.

Allow to edit document versions

Yes, all versions

Yes, most recent version only

No

Yes, all versions

Specifies which versions of a document users are allowed to edit, within their other security limitations. Modifications include editing document content, changing default security and user's access permission for the document, and changing properties. This setting applies to all documents across all libraries.

  • Yes, all versions: Any version of a document may modified.

  • Yes, most recent version only: Only the most recent version of a document may be modified.

  • No: No version of a document may be modified.

NRTADMINs always have Yes, all versions access regardless of the actual value.

NOTE:

This setting is not be available in all iManage Work environments.

Editing global settings

  1. Select images/download/thumbnails/103555085/Screen_Shot_2019-01-24_at_2.47.09_PM.png to edit the global settings. The following Settings dialog box appears.

    Figure: Settings dialog box

    images/download/attachments/103555085/image2020-9-10_9-14-9.png

  2. Modify the required fields. For more details, see Table: Global settings values.

  3. Select Save.