iManage Control Center Help

The Defaults tab on the Web Client page is used to configure iManage Work feature 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 Defaults tab.

Figure: Web Client page - Defaults tab

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

NOTE: Based on your iManage Work environment, changes to these settings will become visible to users after approximately five minutes and upon their next sign-in session.

Table: Defaults options

Option	Steps/description
Language	Specifies the default language to be displayed when users open iManage Work or iManage Control Center in their browser. To set the default language, select the desired language from the Language drop-down list, and then select Save. Refresh the page in your browser to display the selected language in iManage Control Center. Individual users may also change their default language in iManage Work Web in the User Settings dialog by setting the Language option. This change applies only to their account and applies wherever they sign in to iManage Work.
Login tab	Select which tab is loaded when users sign in to iManage Work. If not set, the Documents tab is displayed by default. Users can overwrite this preference and set their Web Default Tab in their User Settings.
Content view	Specifies the default starting view type in iManage Work Web for all users. This setting includes selections for: View Type: Indicates the way the default starting view type is displayed: Grid (default): Uses grid view to display items in iManage Work Web. The Grid Row Height option is displayed when this option is selected. List: Uses list view to display items in iManage Work Web. Grid Row Height: Specifies the density of grid rows. Comfortable Compact (default) Tiny
Details view	Indicates whether the Details panel is visible by default for all iManage Work users. Yes (default): Specifies that the Details panel is visible by default. No: Specifies that the Details panel is hidden by default.
File open options - Title click	Defines the default behavior when the title of a non-Microsoft 365 file or a file with a legacy Microsoft Office extension is selected. Preview: Opens a full-screen preview of the file in iManage Work. Open: Opens and checks out the file or email in its native application. Open in read-only: Opens the file as read-only in its native application. Open in protected mode: Opens Microsoft Office documents in Protected View. This prevents users from accidentally leaving documents in a checked-out state. If the document isn't a Microsoft Office file, the file is opened in the native application using the Open functionality.
File open options - Double click	Defines the default behavior when the row of a non-Microsoft 365 file or a file with a legacy Microsoft Office extension is double-clicked. Preview: Opens a full-screen preview of the file in iManage Work. Open: Opens and checks out the file or email in its native application. Open in read-only: Opens the file as read-only in its native application. Open in protected mode: Opens Microsoft Office documents in Protected View. This prevents users from accidentally leaving documents in a checked-out state. If the document isn't a Microsoft Office file, the file is opened in the native application using the Open functionality. None: Disables the row double-click action.
Microsoft 365 file open options - Title click	Defines the default behavior when the title of a Microsoft 365 file is selected. Preview: Opens a full-screen preview of the file in iManage Work. Edit: Opens and checks out the file in its native application. Open in read-only: Opens the file as read-only in its native application. Open in protected mode: Opens Microsoft Office documents in Protected View. This prevents users from accidentally leaving documents in a checked-out state. Edit (Co-author): Opens the file for co-authoring in its native application using iManage Work Next Generation Co-authoring. This option is available only if the Microsoft 365 for the desktop application is installed and enabled. If this option is selected when the Microsoft 365 for the desktop application is disabled, the Title click option is automatically changed to Edit. View in MS Office for the web: Opens the file for viewing in a new browser tab in Microsoft Office for Web using iManage Work Next Generation Co-authoring. This option is available only if the Microsoft 365 for the web application is installed and enabled. If this option is selected when the Microsoft 365 for the web application is disabled, the option is changed to Edit. Edit (Co-author) in MS Office for the web: Opens the file for editing in a new browser tab in Microsoft Office for Web using iManage Work Next Generation Co-authoring. This option is available only if the Microsoft 365 for the web application is installed and enabled. If this option is selected when the Microsoft 365 for the web application is disabled, the option is changed to Edit.
Microsoft 365 file open options - Double click	Defines the default behavior when the row of a Microsoft 365 file is double-clicked. Preview: Opens a full-screen preview of the file in iManage Work. Edit: Opens and checks out the file in its native application. Open in read-only: Opens the file as read-only in its native application. Open in protected mode: Opens Microsoft Office documents in Protected View. This prevents users from accidentally leaving documents in a checked-out state. Edit (Co-author): Opens the file for co-authoring in its native application using iManage Work Next Generation Co-authoring. This option is available only if the Microsoft 365 for the desktop application is installed and enabled. If this option is selected when the Microsoft 365 for the desktop application is disabled, the Double click option is automatically changed to Open. View in MS Office for the web: Opens the file for viewing in a new browser tab in Microsoft Office for Web using iManage Work Next Generation Co-authoring. This option is available only if the Microsoft 365 for the web application is installed and enabled. If this option is selected when the Microsoft 365 for the web application is disabled, the option is changed to Open. Edit (Co-author) in MS Office for the web: Opens the file for editing in a new browser tab in Microsoft Office for Web using iManage Work Next Generation Co-authoring. This option is available only if the Microsoft 365 for the web application is installed and enabled. If this option is selected when the Microsoft 365 for the web application is disabled, the option is changed to Open. None: Disables the row double-click action.

NOTES:

The default settings apply to users who have never changed them in iManage Work Web (such as a new user). If a user changes their settings, the user settings take precedence, even if the default settings in Control Center are changed later.
These settings don’t apply to the File Open and File Save As dialogs.
The default behavior for Microsoft 365 files applies to files with Office 365 extensions such as .docx, .ppsx, .pptx, .xlsb, .xslm, and .xlsx.
The default behavior for non-Microsoft 365 files applies to files with older Microsoft Office extensions such as .doc, .ppt, .xls, as well as other file extensions like .pdf, .txt, .zip, .png, .jpeg, and emails.
For File open options, all options other than Preview require iManage Agent to be installed and configured on the user desktop.
For Microsoft 365 file open options, the Edit (Co-author) option requires iManage Work Next Generation Co-authoring to be configured. For more information on enabling Next Generation Co-authoring, refer to Configuring iManage Work Next Generation Co-authoring in iManage Control Center.