Global

This feature enables the NRTAdmin to use the iManage Control Center to configure Global settings. Select Client Setup > Global.

The following settings can be configured:

Name

Value

Default Value

Description

Hide HIPAA Option

Yes | No

No

This is the HIPAA flag is used to indicate encrypted file storage. If this option is visible, selecting it Shows/Hides the HIPAA compliant checkbox when creating metadata during workspace creation. If this option is not visible, all data is being encrypted automatically.

Match fields for filtering templates

None, one, or two Metadata fields

Custom29 and Custom30

Enables users to search for templates based on these match fields while creating new folders/tabs/search folders in the iManage Work client application. The matching templates displaying EXACT MATCH at the top, followed by other templates. If no match field is defined, all templates are displayed as TEMPLATE WITH NO FILTER.

Auto-generate Custom Alias

Yes | No

No

Automates the generation of 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 with any special mnemonics or numbering. This Alias property is hidden and only the Name appears in the UI.

Restrict Custom Values

None, one, or more Metadata fields

Enables you to choose metadata for which you can add values while creating workspaces.

Enable User Trash

Yes | No

Yes

Enables the Trash feature in iManage Work clients, which allows users to restore deleted documents and emails.

Enable Flexible Folders

Yes | No

Yes

Enables users to use the flexible folder feature in iManage Work clients.

Default Email Folder

String

Default email filing folder for a workspace, which is matched by name/pattern per customer.

Allow folder creation in public workspaces

Yes | No

Historically, users required full access to the workspace to create folders, but this setting enables user with read/write access to create folders. This setting allows users with full, or read/write access (either through explicit security or with the default security set to public) to create folders in public Workspaces.