This page enables you to configure iManage Work global settings. When configured, these settings are applied to all iManage Work libraries.
To view the following global settings and to edit the required fields, select SETTINGS > Global.
Figure: Global settings
Editing global settings
Select Edit to edit the global settings. The Settings dialog box appears.
Modify the required fields. For more details, see Table: Global settings values.
Table: Global settings values
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 after the workspace has been created. These templates allow your company to better structure and control workspaces according to your best practices.
Enabled : Flexible folders are enforced. This applies to all libraries.
Disabled: flexible folders are not enforced. No libraries will use flexible folders.
For more information, see Templates.
NOTE: The following settings are visible only if the Flexible Folders feature is enabled.
Match fields for filtering templates
None, one, or two Metadata fields
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 box, where the Practice Area field is set as a Match field. The user is creating a New Folder within a workspace which has its Practice Area set to Labor. Two templates are displayed under Suggested Templates, as these templates match this same Practice Area (Labor).
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 fields are listed under Other Templates.
Suggested templates will not be displayed to the user in either of the following scenarios:
If no matching templates are found.
If the Match fields for filtering templates settings are not configured.
In either scenario, all templates are displayed in alphabetic order:
Show all templates in template selection menu
Yes, show all templates
No, show only exact match templates
Yes, show all templates
When the Flexible Folders feature is enabled, this setting enables you to control whether users are able to see all available templates in the New Folder dialog box within the templates drop-down menu.
Yes, show all templates: Users will see all templates in the Template selection menu. Templates that match the Match field values are listed first under Suggested Templates, followed by all other templates under Other Templates.
No, show only exact match templates: Users can see only those templates which exactly match the value(s) of the parent workspace.
Template are not grouped in the selection menu by Suggested Templates and Other Templates.
Templates which match both match field values are listed first, followed by those that match only one.
For more details about this capability, see the Match fields for filtering templates setting.
When adding folders from a template, should all required folders be added as well?
All required folders must be added
Add root level required folders only when the selected template was used to create the workspace
All required folders must be added
When a user is creating a new folder, and selects an alternate template (at template that was not used to create the workspace), iManage Work automatically creates all of the folders that are marked as Required or Workspace Creation from the newly-selected template.
In some cases the user may not need or want all of the folders created.
This option enables you to configure the desired behavior:
All required folders must be added: When a user selects a different template in the New Folder dialog, iManage Work creates all folders and subfolders marked as Required or Workspace Creation from the newly-selected template. This is the default option.
Add root level required folders only when the selected template was used to create the workspace: When a user attempts to create a new folder using a template that was not used to create the workspace, the user is given the option to select which root folders to be created. This is the case even if the root level folder are configured as Required or Workspace Creation folders in the newly-selected template.
There is no change to the behavior of subfolders. If they are marked as Required or Workspace Creation in the template, they are automatically created, regardless of this setting.
Allow to Create Metadata
None, one, or more metadata fields
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.
Select only those custom metadata fields that you want users to be able to create values for.
Auto-generate custom Alias
This option is available only 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.
Enables the User Trash feature for users in iManage Work clients. This enables users to restore their deleted documents and emails.
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.
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.
For more information about managing deleted documents and emails in iManage Control Center, see Trash .
Shows or hides the HIPAA compliant option in iManage Work clients when users are manually adding new metadata values when creating a workspace:
The HIPAA compliant option is used to determine whether files that are assigned this custom metadata value use encrypted file storage to be compliant with the Health Insurance Portability and Accountability Act (HIPAA).
Default Email Folder
The name of the default folder where emails will be filed within any workspaces.
While filing an email, users can select a workspace, without selecting a specific folder within the workspace. In this scenario, iManage Work will automatically file the email to a folder in the workspace with this name. The folder name within the workspace must match the default email folder name configured here.
In some environments, this value cannot be changed in iManage Control Center. If you need to change this name and the field is not editable, contact firstname.lastname@example.org for assistance.
For on premises iManage Work environments, this name must be configured using the Default Email Folder registry key. For more information, see the iManage Work Server Administration Guide.
Access rights required for creating folders under workspaces
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, iManage 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, iManage 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.
For more information about this setting, see Folder administration tips.
Enables usage analytics to be collected and shared with iManage to improve our products. No customer information (document or workspace names) is collected. The data is aggregated so neither individuals nor individual companies are directly identifiable.
For more information, see Analytics.
Set Search information to Yes to allow collection of search information analytics.
This setting is available only when Enable analytics is set to Yes.