The General tab on the Web Client page is used to configure general iManage Work settings.

NOTE: To perform operations on the Web Client page, the user must be a member of the NRTADMIN group, or be assigned to a role with Tier 2 access to Control Center. For more information about the specific operations allowed, refer to Understanding tiers.

The following figure shows the top portion of the General tab.

General tab - 1.png

To configure these settings in iManage Control Center, browse to Work Clients > Web Client, and then select the General tab. Use the guidance in the following table to modify settings, and then select Save.

Table: General settings

Option

Steps/description

Customize Logo

This option lets you customize or change the logo displayed in iManage Work. For details about customizing or changing the logo, refer to Customizing the logo.

Enable additional tab

Enables and configures an additional tab on the iManage Work home page. By default, this setting is disabled.

When enabled, the additional tab displays a list of clients based on the user's recent activity. It is populated using the Custom1 metadata field. You can also choose a different metadata field between Custom1-12 and Custom29-30. This setting is enforced over the legacy registry setting "Custom View Metadata Field".

Select Yes to add an additional tab, then select the metadata from the drop-down list.

Optionally, select METADATA > Captions, and update the captions for CUSTOM1VIEW, and RECENTCUSTOM1 to reflect appropriate labels in iManage Work for the additional tab, and recent items. For example, if Practice Areas is added as an additional tab, then update the captions to reflect labels in iManage Work as Practice Areas, and Recent Practice Areas.

Username Format

Select the format of username to be displayed in iManage Work.

Metadata Format

Select Alias & Description or Description Only or both as the format for custom metadata fields to be displayed in iManage Work.

Lookup field dropdown limit

Configures the number of suggestions displayed in the drop-down list of iManage Work Web lookup fields. This option can be set to:

  • 50

  • 150 (default)

  • 250

  • 500

  • 1000

Use Control Center forms property order

In iManage Control Center 10.5 and later, the Forms page lets administrators customize the properties displayed in iManage Work Web. By adding or removing specific properties for workspaces, folders, searches, and documents and emails in iManage Work, users can view and update this information to make it more relevant.

This setting controls if the order in which you configure these properties on the Forms page is honored within iManage Work Web.

  • Yes: Any properties you add to forms are displayed in the correct order within iManage Work Web as configured in the form on the Forms page.

  • No (default): Any properties you add to forms will continue to be displayed in their current order in any panels or dialogs in iManage Work Web.

This setting lets you choose whether you want the order to be honored in iManage Work Web, giving your organization some time to train your users before turning this feature on.

Allow users to perform bulk security updates

Allows iManage Work users to perform bulk security updates for documents, emails, workspaces, and folders. For additional information, refer to Enabling bulk security actions.

New Folder in iManage File/Location Selection dialog

Allows you to show or hide the option to create a New Folder or choose a custom command to create a New Folder in the iManage File/Location Selection dialog. The default command for creating New Folder is iManage "New Folder" command.

Enable Work 10 Desktop for Windows Auto Updates App Banner

Select the Windows check box if you want your end-users to see the Enable Work 10 Desktop for Windows Auto Updates App Banner in the iManage Work application (Work Web client). 

By default, this check box isn't selected. 

Only those users who don't have iManage Work Desktop for Windows will see the banner.

Enable Search Language Selection

Configures whether the language search selection option is visible for simple and advanced searches in iManage Work. 

  • Yes (default): Displays the language selection option.

  • No: Hides the language selection option.

Enable web-based email sending

Disables the ability for users to send documents and links directly through the web client's email service for users who do not have iManage Work Desktop for Windows or iManage Work Desktop for Mac clients installed on their computer.

This helps administrators safeguard their users from using a non-secure SMTP protocol to share documents and links externally.

  • When enabled (Yes), users can see the Share menu option, and use the Send Link, Send Document, or Send Both options to send documents and links directly through the web client's email service. This is the default option.

  • When disabled (No), users will only see the these Share menu options if they have an iManage desktop client installed on the computer (iManage Work Desktop for Windows, iManage Work Desktop for Mac). In this scenario, documents and/or links shared from iManage Work 10 are sent through the integrated software, such as Microsoft Outlook.

Main Content Security Policy Header

Enhances security by applying Content Security Policy (CSP) to the entire Work Web application, protecting it against common scripting attacks, and preventing the application from being framed by malicious sites.

This setting is supported by the following fields:

  • Default (default): Specifies that the default CSP header is used. When Default is selected, the default CSP header is populated automatically in the corresponding form field and can’t be modified.

  • Custom: Specifies that a custom CSP header is used. When Custom is selected, the corresponding form field is available for edit and a custom header must be provided.

  • Report Only: When this option is selected, CSP header rules are evaluated but not enforced. This lets you test CSP header settings without the risk of disrupting existing functionality. This option is selected by default.

General tab - Security Policy Header.png

NOTE: For more information about configuring CSP headers, refer to Content Security Policy implementations in iManage Work Web.

Dialog Content Security Policy Header

Offers enhanced security that’s similar to the Main Content Security Policy Header but doesn’t restrict framing, as dialogs are frequently used by add-ons and extensions.

This setting is supported by the following fields:

  • Default (default): Specifies that the default CSP header is used. When Default is selected, the default CSP header is populated automatically in the corresponding form field and can’t be modified.

  • Custom: Specifies that a custom CSP header is used. When Custom is selected, the corresponding form field is available for edit and a custom header must be provided.

  • Report Only: When this option is selected, CSP header rules are evaluated but not enforced. This lets you test CSP header settings without the risk of disrupting existing functionality. This option is selected by default.

General tab - Security Policy Header.png

NOTE: For more information about configuring CSP headers, refer to Content Security Policy implementations in iManage Work Web.

Enable open in Gmail

Enables the option to open Gmail emails, filed using the iManage Gmail extension, in the native Gmail application.

When enabled (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).

Save dialog security alert

Specifies if iManage Work users receive a warning when saving a file to a folder, if the folder’s security differs from the file’s security settings:

  • Yes (default): Warn users if a file's security doesn't match the folder's security setting when saving a file to the folder.

  • No: Don’t warn users if a file's security doesn't match the folder's security setting when saving a file to the folder.

This section describes how to customize or change the logo displayed in iManage Work. The logo appears in iManage Work at the following places:

  • Page headers (desktop view)

    Page headers.png
  • Left sidebar (mobile view)

    Left sidebar.png

Custom logo file requirements

  • The image must be in SVG format. You can't upload an image in any other format such as JPG, PNG, GIF and so on.

  • The image size should be 174px x 60px. If the size of your image doesn't match, it'll be scaled to 174px x 60 px automatically. However, the logo may appear distorted.

  • The SVG files exported from tools such as Adobe Illustrator or Sketch work properly without any additional effort. However, if the logo doesn't appear in the UI, open the image file in a text editor to view its XML format. Verify that the <svg> element has both xmlns and xmlns:xlink attributes set. If these attributes are missing, the logo may not render. 
    For example, <svg xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" … > …. </svg> 

To change the logo:

  1. In iManage Control Center, browse to Work Clients > Web Client., and then select the General tab.

  2. On the General tab, locate the Customize Logo option and select Change.

    General tab - 1.png

  3. In the file selection dialog, locate and select the new logo, and then select Open.

  4. Select Save to apply the new logo.

NOTE: If you want to restore the default iManage Work logo, select Reset.

Enabling bulk security actions

The Allow users to perform bulk security updates setting allows iManage Work users to perform bulk security updates for documents, emails, workspaces, and folders. For more information about these capabilities, refer to:

NOTE: Bulk security updates applied by your users can be overwritten by the Refile Service. If you're using Refile Service to perform background security updates, we recommend you review the information in Considerations when using the Refile Service for security updates before activating this feature.

By default, these capabilities are turned off. To turn on these new capabilities for users: 

  1. Sign in to iManage Control Center and browse to Work Clients > Web Client > General

  2. Set Allow users to perform bulk security updates to Yes

  3. Select Save.

NOTE: In on-premises environments, Asynchronous Task Framework must be enabled in iManage Work Server to use this feature. If Asynchronous Task Framework isn't enabled, this setting won't appear in iManage Control Center. For information about enabling Asynchronous Task Framework, refer to the Asynchronous Task Framework section in iManage Work Server Administration Guide.

After turning on Allow users to perform bulk security updatesthe following actions are available in the Context Menus tab within iManage Control Center.

NOTE: You must add these actions to the appropriate context menus in iManage Control Center. For instructions on adding these actions to the respective menus, refer to Context menus

Table: Context Menus

Tab

Action

Description

Documents

Edit user/group permissions

Allows user/group permissions to be updated for one or more documents.

Match security to parent folder

Allows for the security of one or more documents to be aligned with its parent folder.

Emails

Edit user/group permissions

Allows user/group permissions to be updated for one or more emails.

Match security to parent folder

Allows for the security of one or more emails to be aligned with its parent folder.

Matters

Apply security to contents

Allows for workspace security settings to be propagated to its children.

Folders

Apply security to contents

Allows for folder security settings to be propagated to its children.

In addition to the new Context Menus actions, the following workflows are enabled in iManage Work when the Allow users to perform bulk security updates option is set to Yes:

  • The option to “Apply security changes to children” when workspace security is changed.

  • The option to “Apply security changes to children” when folder security is changed.

  • The option to “Match security to destination” when a folder(s) is moved.

  • The option to “Match security to destination” when a document(s) is moved.