Using iManage Control Center
Overview
Managing Users
Managing Groups
Managing Roles
Managing Documents and Workspaces
Managing Trash
Managing Metadata
Managing System Setup
Captions
Class
File Handlers
Type
Applications
FAQ For Applications
Templates
Introduction to Templates
Accessing Templates in iManage Work Clients
Best Practice to Allow Flexible Folder Creation in Public Workspaces
Setting up Match Fields to match Templates with Target Workspace
Setting up Templates
Workspace Creation in iManage Work Workspace Generator
Workspace in iManage Work Clients
Flexible Folders in iManage Work clients
For Workspace Creation and Flexible Folders
Editing a Template
Copying a Template
Deleting Template
Template Security Considerations
Supporting Templates Created Outside iCC
Best Practices
Quick Reference
FAQs for Templates, Flexible Folders, and Ad-hoc Workspace
Managing Client Setup
Global
iOS
Creating configuration files
Editing an existing .immconfig file
Managed app configuration Policies
iManage Work Mobility for iOS
Deploying configuration files
Office
Web
Context Menus
Filters
Settings
Views
Generating Reports
iManage Control Center FAQs
iManage Control Center Troubleshooting
Deploying and Configuring iManage Work Clients
Desktop Clients
Deploying iManage Work Clients
iManage Work Desktop for Windows
Configuring the Auto Updates Installation
Terms and Definitions
Auto Updates Installation Workflow
Displaying or Hiding the iManage Auto Updates Banner
Specifying the Update Server Location
Defining Channels
Assigning Channels to Users
Enabling or Disabling Channel Selection
Configuring the Frequency to Check for Updates
Automatically Downloading Updates
Turning Off Auto Updates
Log Files
Installing iManage Work Desktop for Windows
Using Auto Updates
Installing Manually (Standalone)
Silent Installation (Manual)
Installing in Remote Desktop Session Host Environment
Installing in Compatibility Mode (with FileSite or DeskSite 9.3.4 or Later)
Silent Installation of FileSite or DeskSite 9.3.4 or Later
Installation of iManage Work Desktop for Windows 10.2
Upgrading iManage Work Desktop for Windows
Upgrading the Standalone Installation
Upgrading to iManage Work Desktop for Windows with FileSite or DeskSite 9.3.4 or Later
iManage Work Desktop for Mac
iManage Work Email Management for Gmail
Configuring and Customizing iManage Work Clients
iManage Work Desktop for Windows
Overview
Configuration Files for Customization
imEMM.config
imWorkOptions.xml
Downloading Configuration Files
Making Configuration Files Available to Clients
Key Use Cases
Customizing Email Management for Outlook
Disabling Luggage Tags for Outgoing Emails
Specifying the Placement of Folder Addresses
Enabling Docketing
Configuring the Default Filing Folder for Emails
Using Email Templates
Enabling Microsoft Outlook to Use Email Templates
Customizing the Email Template
Customizing Microsoft Office Applications
Changing the Default Document Class
Configuring Save and Sync for Every Save
Configuring the File Type Options for Filters
Customizing the File Menu in Office
Getting Started
Adding an Action to the File Menu
Customizing the Name of an Action
Customizing the iManage Tab
Automatic Enabling of iManage Add-ins
Appendix A - Custom Attribute IDs
Appendix B - Enabling Auto Discovery of iManage Work Servers
Appendix C - WSProfileAttributeID Enumerators
iManage Work Desktop for Mac
Managing Preferences
iManage Work Server Configuration
Email Client Configuration
Check-In Default
General Settings
iManage Work Email Management for Gmail