New features are continuously being added to iManage Control Center. See what enhancements and feature changes are available in each update.

10.4.7

There are no new features or enhancements in this update. This update includes all enhancements provided in previous updates.

10.4.6

Customizing your table views

This enhancement allows you to modify the columns shown in iManage Control Center tables. The following figure shows a sample table, with a section of the table highlighted to show columns that can be customized:

Figure: Documents table

NOTE:

When many columns are present in the customizable section of a table, some columns may be hidden from view. You can view these columns by using your browser’s horizontal scrolling capability.

Whereas columns in the fixed sections of a table can't be altered, you can do the following in the customizable section:

Your browser automatically remembers the customizations you made to each table.

Adding and removing columns

Each table has a default table view that consists of a pre-defined set of columns, displayed in a preset order. To change which columns are displayed, select the gear icon . The Edit Columns dialog box appears.

Figure: Edit Columns dialog box

You can perform the following actions to select which columns are displayed in a table and to reorder them:

  • To display a column in a table, hover over the column name in Available Columns, then select the add icon .

  • To remove a column from a table, hover over the column name in Displayed Columns, then select the remove icon .

  • To change the column order, select the column in Displayed Columns and drag it to the desired location in the list.

  • To restore the table view’s default column list and order, select Reset to default.

NOTES:

  • Columns are displayed in a table in the order in which they appear in the Displayed Columns list.

  • Columns that can be reordered and removed from the Displayed Columns list are denoted by the edit icon . Columns without this icon are fixed in place and can’t be reordered or removed.

Figure: Edit Columns demonstration

NOTES:

  • To search for a column in the Available Columns list, begin typing the column caption name or ID in the Search available columns search box.

  • When you add a column to the Displayed Columns list, it's automatically added at the bottom of the list.

Changing column order

Column order can be changed either through the Edit Columns dialog box (refer to Adding and removing columns) or by dragging and dropping the column heading to the desired location.

Figure: Changing column order

NOTE:

Only columns in the customizable section of a table can be reordered.

Improvements for Download as CSV

Your column selection and order preferences are now respected when table results are downloaded as a CSV file.

Figure: Download as CSV

Updated user menu in iManage Control Center

The Control Center user menu now displays your email address.

Figure: User Menu

Ability to enable opening emails filed from Gmail in Gmail

A new configuration has been introduced for administrators to enable the option to open Gmail emails, filed using the iManage Gmail extension, in the native Gmail application.

The new Enable open in Gmail configuration option allows you to specify that Gmail emails are opened in the native Gmail application. This setting is available in iManage Control Center in Work Clients > Web Client > Settings > Features.

Figure: Web Client Feature Settings

When set to Yes, Gmail emails filed using the iManage Gmail extension are opened in the native Gmail application from the Open context menu in iManage Work. By default, this option is set to No (disabled).

10.4.5

Updated theme for iManage Control Center

This update introduces a new look and feel for iManage Control Center. While the functionality remains the same, the user interface is now updated with new fonts and color themes to align with iManage branding.

Restore Trash items to another location

Using a new menu option in iManage Control Center titled Restore to new location, administrators can now selectively restore items from Trash to a specific folder in iManage Work. 

Figure: Restore to new location option in iManage Control Center > Trash

This restoration workflow is especially useful when the original folder no longer exists. If it is known that the target folder no longer exists, the administrator can select Restore to new location. However, if they do not know in advance, and they select Restore, then the feature still applies. 

Selecting the Restore option will always attempt to restore to the folder where it resided at the time of deletion. However, if while restoring the document or email, iManage Work returns an error, you can now select Pick new location directly from the Restore dialog box.

Figure: Option to pick new location on Restore 

For more information about this capability, refer to Trash.

10.4.4

There are no new features or enhancements in this update. This update includes all enhancements provided in previous updates.

10.4.3

This update includes all enhancements provided in previous updates.

Ability to disable web-based email sending

A new configuration has been introduced for administrators to disable the option to send documents and links directly through iManage Work Web's email service for users who have not installed the iManage Work Desktop for Windows or iManage Work for Mac clients on their machines.

When users without iManage Desktop clients installed use the Share menu options (Send Document, Send Link, Send Both) in iManage Work Web, the resulting email is sent using an web-based email service provided by iManage. This basic email service lacks enhanced security capabilities like encryption and authentication. 

The new Enable web-based email sending configuration option enables you to prevent users from sending potentially sensitive content using an email server that is not customer-owned and managed. This setting is available in iManage Control Center in Work Clients > Web Client > Settings > Features.  

NOTE:

10.4.2

This update includes all enhancements provided in previous updates.

Enhanced requirements for password security

User passwords must now contain at least 12 characters, including:

  • one uppercase letter,
  • one lowercase letter, and
  • one number or one special character from the following list:
    *().&-_[]`~|@$%^?:{}!',/\#+<>;"=    (including the space character)

Administrators can see these requirements when they create a password for a new user, or when changing an existing user's password.

Control Center now also provides responsive tips when creating or updating a new password. As you type, the Password requirements panel updates to show the remaining password requirements.

Figure: Password requirement tips

IMPORTANT:

When using iManage Directory Synchronization to perform automated one-way synchronization of users and groups from Active Directory to iManage Work, you must update the default password to adhere to these new password requirements. 
If you do not update the default password, new users will not be added. A message is reported in the iManage Work Server logs if this occurs: "Password does not meet minimum requirements"

Canadian French language support

This update introduces support for the Canadian French language. Administrators can now set the default language to Canadian French, which displays all text within iManage Control Center in Canadian French. To set the default language, browse to Web Client > Settings.
Additionally, administrators can now set Canadian French captions for iManage Work items under Metadata > Captions.

New platform for usage analytics

This update introduces a new platform for collecting anonymous usage analytics in iManage Cloud on Azure. iManage has partnered with Twilio Segment for our analytics implementation. Segment is an industry leader in product analytics and counts companies like Google, IBM, Intuit, and Zendesk among their customers. Segment shares our commitment to security and data privacy and has obtained many of the same security attestations as iManage such as ISO 27001, ISO 27017 and 27018.

In accordance with global data privacy regulations, you must opt-in to allow iManage to gather this information. Opting in will provide benefits both for your organization as well as for iManage. 

Gathering anonymous user analytics information allows iManage to:

  • Make data-driven decisions based upon real-world insights into how our end users are using our products.
  • Make essential decisions about which features of our products to continue to invest in.
  • Build a foundation upon which we can securely share this data with our customers so they can also measure adoption and usage of the products they have invested in.

This data gathering also forms the foundation of our future reporting strategy for iManage Cloud customers. By gathering this data, iManage will also share this data with you so you will be better position to:

  • Better understand adoption of iManage products within your organization.
  • Gain insights into how your users are using the products to better target additional training and change management initiatives.

iManage has implemented the following standards and controls with respect to the collection of analytics data:

  • All analytics information collected is limited to end user usage of our products only.
  • This information is gathered in a fully anonymous fashion, and user activity can never to connected back to any individual person.
  • We will never share with Segment:
    • Company names
    • User names
    • User email addresses
    • Document, workspace, folder names and related metadata.
  • Segment provides controls on data ingress to ensure only data elements that have been explicitly pre-permitted by iManage are gathered.

If you have additional questions about the implementation of analytics at iManage, contact ux@imanage.com.

To enable sharing of anonymous usage analytics with iManage you may do so at any time in iManage Control Center by browsing to Settings > Global > Enable analytics.

iManage Work Web usage analytics previously collected by Google Tag Manager is no longer supported. The Enable Google Tag Manager tracking setting has been removed from iManage Control Center in Work Clients > Web Client > Settings.

10.4.0

This update includes all enhancements provided in previous updates.

Manage SAML single sign on

This update enables administrators to configure and manage Security Assertion Markup Language (SAML) single sign on (SSO) authentication within iManage Control Center.

  • iManage Work in the Cloud administrators no longer need to contact iManage Support staff when they are onboarding or when IdP certificates are nearing expiration and need to be updated.
  • iManage Work on-premises administrators can manage their SAML SSO settings from iManage Control Center, and no longer need to manage and maintain SSO using registry keys on the Work Server.

This update aligns iManage with standard SSO practices as a Service Provider and initiator of SSO authentication requests.

The following steps outline the steps to migrate from an existing SAML SSO configuration to the new Service Provider-initiated configuration.

  1. Gather the necessary information from iManage Control Center and use it to configure SSO in your identity provider (IdP). iManage Control Center enables you to download this information as an XML or text file.
  2. After configuring the necessary information in your IdP, download the SAML SSO metadata XML settings from your IdP. This file includes your IdP certificate.
  3. Enable SAML SSO for all iManage users in Control Center using the Service Provider SAML SSO option.
  4. Import the metadata XML file you downloaded in Step 2 and import it into iManage Control Center.
  5. Confirm users are able to sign in to iManage Work.

Administrators can review the settings in Control Center, including the certificate expiration date, and can also revert to their legacy SSO authentication settings in the event of a configuration issue.

To configure SAML SSO, navigate to Network & Security > Authentication & SSO.

Figure: Authentication & SSO page in Control Center

For detailed instructions, see Authentication & SSO.

Requirements

  • Work Desktop for Windows 10.2.4 and later
  • DeskSite or FileSite 9.3.6 and later

Additionally, authentication using Oauth2 is required for these applications. For more information, see the following advisory: 

https://help.imanage.com/hc/en-us/articles/1260806477829-ADVISORY-Work-Desktop-for-Windows-will-no-longer-support-the-use-of-the-Microsoft-Internet-Explorer-web-browser-control

Control the creation of required folders from template

Administrators now have finer control over the creation of folders from a workspace template.

Users often collaborate on matters across departments. For example, a litigation matter may need some tax advice, so the tax attorney needs to create some relevant tax folders to store their documents. They can easily create these folders by selecting the appropriate workspace template, such as a tax template. When the tax attorney selects a different template, iManage Work automatically creates all of the folders that are marked as Required or Workspace Creation from the selected template, even though the tax attorney may not need or want all of the folders created.

This could result in the creation of a number of extra unused folders in the workspace.

iManage Control Center now provides an option to control which folders are created in this scenario.

All required folders must be added: When a user selects a template different than the recommended template in the New Folder dialog, iManage Work creates all folders and subfolders from the newly-selected workspace 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 are 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 as this is driven by the parent folder. If a subfolder is marked as Required or Workspace Creation in the template, they are automatically created at the time the parent folder is created, regardless of this setting.

To access this setting, navigate to Settings > Global.

Figure: Global settings dialog

For more information about this capability, see Global settings.

Inherit empty values from parent during refile

Administrators now have the capability to configure how metadata changes are applied when the workspace has no value set for a property.

By default, the Refile Service applies metadata values to the folders and documents within it to ensure consistency. In the scenario when the workspace has no value for a given field, it updates all folders and documents within the workspace, potentially removing metadata information that is present in these items.

A new setting enables you to prevent the Refile Service from removing the metadata values from the child items in this scenario.

To access this capability, navigate to Settings > Refile. Select a library to open the Setup Refile dialog.

The Inherit empty values from parent setting is available on the Metadata section of the dialog.

Figure: Setup Refile dialog

For more information about this capability, see Configuring Refile.

Customize toolbar actions

iManage Work toolbars can now be customized in this update. Administrators can re-order, remove, group or add custom toolbar actions for containers like Recent Matters, My Matters, Workspace, Folder and so on. All available actions can either be shown as commands along the top toolbar or, be placed under the action menus. When the available space in the toolbar reduces for the added actions, they are responsively added to the action menu.

To customize toolbars in iManage Control Center, navigate to Web Client > Settings > Toolbar.

NOTE:

The toolbar kebab menu actions for Folders or Matters continue to reference their respective context menus untill the toolbar actions are customized.

Toolbar customizations in iManage Control Center apply to iManage Work Web, Work Panel & mobile views.

The Upload Folder action is not supported in iManage Work Panel. To upload a folder from Work panel, drag-and-drop a folder into a workspace or another folder.

Figure: Customizing toolbar commands

Customize workflow for New Folder creation

Administrators can now show or hide the option to users the ability to create a new folder. Administrators can also choose a custom command (provided by a third-party tool) to create a new folder in the iManage File/Location Selection dialog. This allows administrators to define a custom workflow for New Folder creation from both Work Web and File/Location Selection dialog, based on organizational requirements.

In iManage Control Center, navigate to Web Client > Settings > Features New Folder in iManage File/Location Selection dialog.

Figure: Customized workflow for creating New Folder

Organize nodes in the side navigation panel

Administrators can now re-order, show or hide the nodes displayed in the side navigation panel in iManage Work. To customize the navigation panel in iManage Control Center, navigate to Web Client Settings Navigation. These customizations are also displayed in mobile views.

Third-party extensions can also be enabled or disabled as nodes in the side navigation panel. To configure these extensions, see the iManage Work Web SDK Guide

NOTE:

Extensions can be configured to selectively appear or be hidden in the Mobile view or Work panel navigation in Microsoft Outlook.

Figure: Organizing nodes in the side navigation panel

Ability to configure the Details panel

Administrators can now configure the default tab shown to users in the Details panel, and also set the order of the tabs (including custom tabs) that appear.

Figure: Example of customized Details panel

To configure the Details panel, navigate to Web Client > Settings > Navigation > Details Tabs.

Figure: Configuring the Details tabs 

Custom tabs in the Details panel can also be invoked through a context menu, which can be configured as part of the custom tab configuration and can be managed by the administrators in the context menu configurations.

10.3.4

Show or hide all templates in template selection menu

In previous releases, when users created a new folder within a workspace, they were allowed to see and select from a list of all available templates configured in iManage Work. In this update, a new setting has been added to display only those templates that match the configured Match fields for the workspace.

This prevents users from choosing a template that does not align with your company's business processes, and reduces the complexity for users as they are no longer shown a potentially long list of available templates when creating a new folder.

Figure: New Folder Dialog with only exact match templates

To configure the Show all templates in template selection menu setting, navigate to Settings > Global.

Figure: Control Center > Global settings > Show all templates in template selection menu

For more information about this setting, see Global settings.

10.3.3

This update includes all enhancements provided in previous updates.

Refile Service enhancements for multi-reference documents

Documents referenced in multiple locations (multi-reference documents) in iManage Work present a unique challenge when the Refile Service updates the document's properties. Previously, the metadata or security properties applied by Refile Service could come from any number of different locations where the document was referenced. When the metadata or security properties were updated in any of these locations, the Refile Service automatically applied the properties from the location that was last updated.

In this release, iManage Control Center now enables administrators to configure the behavior of Refile Service when refiling multi-reference documents. Two new options are provided based on the chronological order in which the document was referenced to a location:

  • Oldest location
  • Newest location

You can also configure the Refile Service to skip multi-reference documents entirely by disabling the Refile multi-reference documents option.

These new options give you control over how metadata and security is applied to documents that are referenced in multiple locations during a refile.

TIP:

To determine the order in which a document was referenced to its locations, view Where Used or Where Filed in the Properties panel in iManage Work. The locations shown are listed from oldest to newest, based on the time at which the document was added to this location.

Figure: Using Where Used to view the order in which documents were referenced

NOTE:

This time-based ordering applies only to when the document was added to the immediate parent location. For example, if a document is added to a folder, and the folder is then moved to a different workspace at a later date, the order shown in Where Used does not change.

Configuring Refile Service

To configure the Refile Service settings in iManage Control Center, navigate to Settings > Refile, then select any of the available libraries to view and edit the Refile options for the selected library.

The new configuration options are displayed under the Documents section.

Figure: Setup Refile

For more information, see Multi-reference documents.

Interface updates

The Refile settings table now displays the Multi-reference documents setting for each library.

Figure: Refile settings

The Setup Refile wizard and the Refile details page are updated as shown:

Document Exclusions is now displayed as Documents.

Workspace Exclusions is now displayed as Workspaces.

Figure: Setup Refile wizard

Figure: Refile details page

Update application packages

iManage Control Center now supports the ability to update existing application packages. This new capability overwrites the existing application package with the new or updated version, and preserves any configuration settings (authentication, access, and so on) from the existing application.

This is useful for testing or where you change some of the files in the package. You no longer need to delete the existing application, then add, upload, and reconfigure the new application package each time.

In any existing application which was uploaded using a package, the new Update package menu option is now available.

Figure: Update package menu option

For more information, see Updating an application package.

Create sub-menus in iManage Work menus

iManage Control Center now allows you to create sub-menus within the context menus in iManage Work. This enables you to group and organize menu actions to fit your users' needs.

These menu actions are displayed in the iManage Work Web client and the iManage Work panel in Microsoft Outlook in the following locations:

  • Context menus
  • Document Preview toolbar
  • Multi Select toolbar in the List/Grid view
  • Mobile view

Figure: Example custom submenu

Sub-menus are configured in iManage Control Center by navigating to Work Clients > Web Client > Context Menus.

The new Create Sub-menu option is provided at the bottom of each menu.

Figure: Create Sub-menu option

For more information, see Context Menus in the iManage Control Center online help.

Document search by checked out users

iManage Control Center now supports the ability to search for documents that are checked out by a specific user or users.

This capability enables you to quickly locate and take action on all documents that are currently checked out by the specified user(s). This is useful when locating documents for a departing user.

Figure: Document search using Checked Out By

Changes to New Workspace dialog functionality

The updated New Workspace dialog introduced in iManage Work 10.3.2 displays No results found when a user attempts to create a custom metadata value during the creation of the workspace.

To achieve the same functionality provided in the old dialog, an iManage Work administrator must perform the following steps:

Navigate to iManage Control Center > Global.

Select Edit.

Locate the Allow to Create Metadata setting, and select the drop down menu to define which custom fields allow metadata creation.
By default, no custom fields are selected.

Select Save.

See the New process to add custom metadata values in the iManage Work New Matter dialog advisory on iManage Help Center for more information.

10.3.2

This update includes all enhancements provided in previous updates.

Updated navigation pane

The left pane in Control Center has been reorganized for improved navigation. Settings relating to iManage Work clients are now grouped together under the new Work Clients section.

Figure: New Work Clients section in navigation pane

Configure classic client settings

The new Classic page enables you to manage settings for iManage classic clients:

Dialog Files: Upload and manage Dialog Editor files for use by iManage DeskSite users.

WorkArea: Manage preferences for iManage DeskSite users.

Access the Classic settings page by navigating in Control Center to Work Clients > Classic.

NOTE:

This feature applies only for customers who have been advised by iManage Support to switch their classic client connection mode. For more details, see the iManage DeskSite Release Notes (9.3.7).

Enhancements to iManage Work dialogs

Work 10.3.2 introduces a number of key enhancements to the end user experience. See the iManage Work Release Notes (10.3.2) in iManage Help Center for a complete list and explanation of these enhancements.

As part of these enhancements, users are now given an option to switch between a new interface and old interface in several dialogs:

New workspace

New folder

Trash

Figure: Selecting new interface - Trash dialog

By default, the new interface is displayed for all dialogs. Users have the option to switch back and forth between the two interfaces at any time, and their preference for each dialog will be remembered across sessions. This enables users to become comfortable with the changes at their own pace.

The option to switch back and forth between the new and old interfaces is not configurable, and will be phased out in a future update to Work 10, at which point the new interfaces will be the default.

Template functionality changes

When creating or modifying a template in Control Center, the option to Retain the template Prefix/Suffix is no longer provided. This option controlled whether the prefix or suffix was preserved when a user modified the name of a folder, search folder, or tab that was created using the template. This option was removed as it could not be applied consistently across all iManage Work clients.

Python 3 Support

As part of our continual enhancements strategy, iManage Work has updated all backend services and applications to support the latest version of Python (version 3). 

The following applications must be installed or upgraded to the following versions to remain compatible:

  • Work Server 10.3.2 with database schema 10.3
  • Work Control Center 10.3.2
  • Work Web 10.3.2
  • Work Share Agent 10.3.2. iManage Share Agent is an optional component for customers who need integration with their iManage Share instance.

10.3.1

This update includes all enhancements provided in previous updates.

Persistent Search Fields

iManage Control Center now preserves the search fields you enter when searching for documents, workspaces, or trash. When you add or remove search fields while performing a search in Control Center, your settings are now automatically saved and will be present the next time you sign in and access the Documents, Workspaces, or Trash pages. This provides the advantage of not having to remember or reselect your search fields for subsequent searches.

Search fields are stored locally in the browser's cache for each individual library. If you switch to a different browser or to a different device, you will see the default search fields.

Read/Write folder creation permission changes

In this release, users with Read/Write access to workspaces with any type of default security now have the ability to create containers, such as folders and template folders, search folders, Share folders or tabs, at the root level of the workspace.

In previous releases, only users with Full Access to a workspace had rights to create folders and template folders, search folders, Share folders, or tabs.

The legacy Global setting Allow folder creation in public workspaces has been replaced in this release with the new Access rights required for creating folders under workspaces setting. The new setting enables you to set the following options:

Read/Write: Users with Read/Write access rights or higher to any workspace can create folders, search folders, Share folders, or a tab within the 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 a tab within the workspace, regardless of the default security of the workspace.

Figure: Global settings

NOTE:

For all Work 10 client applications (all except iManage Work classic clients such as DeskSite or FileSite):

If you want your users that have Read/Write access to workspaces to be able to create Share folders within these workspaces, you must set Access rights required for creating folders under workspaces to Read/Write.

See Folder administration tips for more information about this feature.

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.

10.3.0

This update includes all enhancements provided in previous updates.

iManage Control Center 10.3 is now Generally Available

The new iManage Control Center, which was available as a Beta release, is now generally available (GA). iManage Control Center 10.3 requires iManage Work Server 10.3 and database schema 10.3.

This new version has an improved user interface and additional capabilities that addresses admin workflows end-to-end.

Redesigned dashboard

A redesigned dashboard with  Quick Links and a quick search option reduces the number of clicks required to complete key administrative tasks.

Figure: Control Center redesigned dashboard

Search enhancements

Advanced searching allows you to narrow in on target data with the ability to customize your search and to search for child values without knowing the parent. 

Figure: Control Center search enhancements

An enhanced results grid makes it easier to review search results with the ability to recover screen space to view more results, and to select and filter results.

Search results are automatically retained when navigating into the details of items to make it easier to go back and forth between details and search results when reviewing large results sets

Export search results and grid listings

A key enhancement is the ability to export search results and metadata grid lists to a CSV file.

Combined with the advanced search noted above, administrators now have the ability to perform searches on all sorts of administrative data (clients, matters, users, groups, etc.) with specific criteria, then download the search results as a CSV file for reporting or further analysis in your favorite tool.

Common use cases for this functionality would include, but are not limited to: 

  • Search for and download a filtered list (e.g., disabled) of user accounts.
  • Search for and download a list of checked out documents.
  • Search for and download a list of document classes for analysis.

Refile Service Configuration

The iManage Refile Service can now be configured through iManage Control Center (Settings > Refile).

See the Refile section in the iManage Control Center online documentation for a full description of this service and for information on how to enable and configure the service.

Accessibility and Feedback

Quickly switch between iManage Work web and iManage Control Center using the App icon in the upper right corner.

Enable high-contrast mode and underline hyperlinks accessibility options from the About menu to aid navigation for vision-impaired users or visual preference.

Use the built-in Let us Know feedback link at the top of the dashboard to send iManage your suggestions and comments.

Retirement of the Reports tab

With this enhanced version of the iManage Control Center, the Reports tab has been retired. The reports previously available on the Reports tab have been integrated into the Control Center interface with the ability to download data directly from most Control Center pages in CSV format.

This option is available on the ribbon bar (or the (kebab) menu).