iManage Control Center Help

Introduction

This document provides information for working with iManage Control Center. 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.

  • Key Concepts introduces important ideas and terms used throughout the iManage Work system, such as containers and documents, or understanding the relations between roles and privileges. The topics also introduce and define important terms. This is a good starting place to learn about them if you are new or unfamiliar with the iManage Work system administration. When possible, the concepts are linked to procedures, such as those than can be performed in the iManage Control 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.

Key Concepts


Administration Tasks

ACCESS

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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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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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Roles

Searching for roles
Viewing role details
Creating a library-level role
Editing roles
Duplicating a role

Deleting roles

Assigning a role to a user
Tiers




CONTENT

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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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Workspaces

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

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Trash

Searching for deleted documents
Restoring documents
Permanently deleting documents




METADATA

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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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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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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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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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Captions

Search
Edit
View

SETTINGS

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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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Applications

Adding an application package
Updating an application package

Integrating iManage Work with iManage Share

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Global

Editing global settings

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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

NETWORK & SECURITY

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Authentication & SSO



WORK CLIENTS

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Web Client

Web settings
Web views
Web filters
Web context menus


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iOS

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


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Office

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Classic



Additional Resources

Help Center

Training & Education

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images/download/thumbnails/122394017/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.