Language

Specifies the default language to be displayed when users open iManage platform 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 platform 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 platform.

Content view

Specifies the default starting view type in iManage platform 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 platform. 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

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 platform.

• 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 the documents in Protected View. This prevents users from accidentally leaving documents in a checked-out state. If the document isn't a Microsoft 365 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 platform.

• 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 365 documents in Protected View. This prevents users from accidentally leaving documents in a checked-out state. If the document isn't a Microsoft 365 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 platform.

• 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 365 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 365 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 platform.

• 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.

Advanced search: form defaults

Specifies whether system or administrator-defined field sets are displayed when users select Reset form in Advanced Search forms across iManage platform and File Open / Save As dialogs.

• No (default): The advanced search form shows the following default fields by search type:

  • Documents

    • Title

    • Keyword

  • Emails

    • Subject

    • Doc Number

  • Documents and Emails

    • Title/Subject

    • Doc Number

  • Workspaces

    • Title

• Yes: Lets you set the number of document, email, and workspace fields from the Search tab of the Forms page that will display by default in the respective Advanced Search forms in iManage platform. When set to Yes, two additional settings are available:

  • Document and Email top fields

  • Workspace top fields

Document and Email top fields

This setting lets you specify the number of top valid fields from the Document and Email Search Properties forms configuration that will display by default in the Documents, Emails, or Docs & Emails advanced search forms.

The top n fields displayed (where n is the number of this setting) are defined in the Document and Email Search Properties section on the Search tab of the Forms page. The fields are displayed to users in the order configured in this section.

Administrator-defined field sets are shown on the advanced search form when users:

• Select Reset Form in the advanced search form, or

• Have never added or removed fields from their advanced search form.

Workspace top fields

This setting lets you specify the number of top valid fields from the Workspace Search Properties forms configuration that will display by default in the Workspaces advanced search forms.

The top n fields displayed (where n is the number of this setting) are defined in the Workspace Search Properties section on the Search tab of the Forms page. The fields are displayed to users in the order configured in this section.

Administrator-defined field sets are shown on the advanced search form when users:

• Select Reset Form in the advanced search form, or

• Have never added or removed fields from their advanced search form.