Settings

Document sharing

This setting shows the state of the Document sharing feature. This feature controls whether users, based on their roles, can share documents with individuals inside or outside the organization, regardless of their iManage Work 10 access, using iManage Next Generation Co-authoring.

For instructions on enabling or disabling this feature, refer to Enable or disable the Document sharing feature.

Configure role(s) for collaboration links

This setting describes how the privilege to create, edit, and remove collaboration links is granted to users through iManage Work library role assignments. This is a required step for users to access this feature.

For more information about managing these role assignments, refer to Manage collaboration link privileges.

To manage iManage Work library role assignments in Control Center, select the Roles link to open the Roles page.

Enable Next Generation Co-authoring

This setting describes how the Microsoft 365 for the web and Microsoft 365 for the desktop applications must be enabled for the collaboration links feature to function with iManage Next Generation Co-authoring. This is a required step for users to access this feature.

For more information about enabling these applications, refer to Add applications needed for collaboration.

To enable these applications in Control Center, select the Applications link to open the Applications page.

Show in Context menu

This setting describes how document sharing menu options must be added to the context menu to allow users to access the collaboration links feature in iManage Work Web. This is a required step for users to access this feature.

For more information about managing context menu actions, refer to Manage context menus.

To manage context menus in Control Center, select the Web Client link to open the Context Menus tab on the Web Client page.

Show in Document Search form

This setting describes how document sharing properties must be added to the document search form to allow users to include these properties when performing advanced searches in iManage Work clients.

For more information about managing document searches, refer to Manage collaboration link document search properties.

To manage document search properties in Control Center, select the Forms > Search link to open the Search tab on the Forms page.

Show in Document Properties panel

This setting describes how document sharing properties must be added to the document properties form to allow users to include these properties when editing or viewing a document profile in iManage Work clients.

For more information about managing document properties, refer to Manage collaboration link document properties.

To manage document properties in Control Center, select the Forms > Properties link to open the Properties tab on the Forms page.

Expiration dates

Default expiration date

This setting specifies how many days a link to a shared document stays active.

Values: 1–30 days

Default: 7 days

For instructions on changing the default expiration date, refer to Change the default expiration date.

Maximum expiration date

This setting describes that the maximum duration for sharing a document is 30 days. This setting can’t be changed.

Sharing permissions

Sharing permissions and default

This setting controls which sharing permissions users can select when they share documents with guest users in iManage Work Web, so that guest access stays within the limits your organization sets. The Details tab lists the permissions that are currently enabled.

You can enable or disable each of the following permissions:

• Edit, View & Download: Guest users can edit, view, and download the shared document.

• View & Download: Guest users can view and download the shared document.

• Download only: Guest users can only download the shared document.

By default: The Edit, View & Download, and View & Download are enabled. The Download only is disabled.

Users can select only the permissions you enable when they create a share for one or more documents, edit an existing share, or renew a share after it expires. Disabled permissions aren’t displayed in the sharing dialogs.

For instructions on changing these settings, refer to Edit sharing permissions and default.

Common Settings

Custom message for guest users

This setting controls whether users can personalize the subject and message of the notification email sent to guest users when they share a document.

By default: Enabled

When enabled, users can enter a custom subject and message when they create, edit, or renew a share. When disabled:

• The Message field isn’t displayed and the Subject field is read-only when users create, edit, or renew a share.

• Notification emails to guest users always use the standard subject and message.

• No custom text is sent with the share or recorded in the iManage Work audit record.

• Guest users can’t reply to or contact the sender.

Disabling this setting removes an untracked communication channel and can help your organization meet compliance requirements, such as those of the US Securities and Exchange Commission (SEC).

For instructions on changing this setting, refer to Edit the custom message for guest users.

Allow / Deny list

Restriction mode

This setting indicates whether there are any restrictions on accessing shared content. These restrictions are defined by specifying email domains that are either allowed or blocked from accessing the content.

This setting shows:

• No restrictions: Access to shared content is allowed from all domains.

• Only allow certain domains: Access to shared content is limited to specific domains.

• Deny certain domains: Access to shared content is blocked for certain domains.

Shared content access is managed through the Allow / Deny List tab on the Collaboration page. For more information, refer to Allow / Deny List tab.

To manage shared content access in Control Center, select the Allow/Deny List link to open the Allow / Deny List tab on the Collaboration page.