The Context Menus tab on the iManage Platform page lets you ‌customize the context menus that appear for the following objects in iManage platform.

• Documents and document versions

• Emails

• Matters

• Client

• Folders

You can customize menus by adding, removing, reordering, and grouping menu actions using existing sub-menus or by creating new ones.

Customize context menus

Follow these steps to customize context menus:

1. In iManage Control Center, browse to Work Clients > iManage Platform and then select the Context Menus tab.

2. In the Context Menus Customization section, select the sub-tab for which you want to customize the context menu.

3. In the context menu, select the Edit icon. In edit mode, you can:

   • Change the order of actions in a menu

   • Add menu actions

   • Add or remove a horizontal line

   • Remove actions from a menu

   • Create a sub-menu

   • Delete a sub-menu

4. When finished, select the icon to confirm your changes, then select Save to save the customization.

Change the order of actions in a menu

To change the order, drag-and-drop the menu actions.

Add menu actions

You can add menu actions for third-party integrations or for iManage Work (native) menu actions that were previously removed.

1. Select Add action at the bottom of the menu.

2. Select the context menu actions you want to add from the drop-down list.

Add or remove a horizontal line

To add a horizontal line to separate actions within the menu, place the cursor over the area between the two actions until the + icon appears, then select +.

To remove a line, hover over the line until the X icon appears, then select X.

Remove actions from a menu

To remove a menu action, place the cursor over the action and select X.

Removing actions from a menu will remove the action in all iManage Work client applications. However, the menu actions are still available in Control Center to allow you to add them again, if needed.

Create a sub-menu

To create a sub-menu:

1. At the bottom of the menu, select Create Sub-menu.

2. In the Create Sub-menu dialog, enter a name for the sub-menu.

3. Expand Other languages to enter localized names for the sub-menu.

4. Select an icon.

5. Select Create. The new sub-menu is added with no actions within it (Empty).

6. To add, reorder, or delete items within the sub-menu, select the Edit icon in the sub-menu.

7. Select the Save icon in the sub-menu to confirm your changes.

Delete a sub-menu

To delete a sub-menu, select the Edit icon in the sub-menu to edit it, then select Delete.

Any action in the deleted sub-menu will be displayed in the available list of actions the next time you select Add action.