All workspaces are created from a workspace template. The following iManage Work client applications can create workspaces:

• iManage Work

• iManage Work Desktop for Windows (in the Work Panel in Microsoft Outlook)

• iManage Work Workspace Generator

• iManage DeskSite (available in an upcoming update)

• iManage FileSite (available in an upcoming update)

Templates can be accessed from iManage Work clients when the Flexible Folders option under Global settings is enabled.

The following topics are available:

• Creating a workspace

• Creating a container

Creating a workspace

To create a workspace:

1. In the Matters level of a library, either Recent Matters or My Matters, select New Matter. The New Matter dialog opens.

2. Enter the information for this workspace, such as Name and Description.

3. In the Template field, select the appropriate template for this workspace. Selecting a template is required.

4. Select Select Folders to preview the containers that are defined by this template. You can also select any additional folders that should also be created.

5. Select Create.

The new workspace is created with the containers selected from the template.

Creating a container

To create a container in a workspace:

1. Within the workspace, select the

   
   icon, then New Folder. The New Folder dialog opens.
   If Flexible folders is enabled, and the workspace has template restrictions, the dialog box lists the possible containers that can be created. The list indicates which ones have already been created, noted by the text added next to the container.

2. Select the desired container(s).

3. Select Add.

If Flexible folders isn't enabled, or the workspace doesn’t have template restrictions, the dialog allows you to enter the container information.

To create a container:

1. Enter the information, such as Name and Description.

2. Expand Properties and specify any additional properties for this container.

3. Expand Security to modify the permissions of this container. 

4. Select Create.