Customize Logo

This option lets you customize or change the logo displayed in iManage Work. For details about customizing or changing the logo, refer to Customizing the logo.

Enable additional tab

Enables and configures an additional tab on the iManage Work home page. By default, this setting is disabled.

When enabled, the additional tab displays a list of clients based on the user's recent activity. It is populated using the Custom1 metadata field. You can also choose a different metadata field between Custom1-12 and Custom29-30. This setting is enforced over the legacy registry setting "Custom View Metadata Field".

Select Yes to add an additional tab, then select the metadata from the drop-down list.

Optionally, select METADATA > Captions, and update the captions for CUSTOM1VIEW, and RECENTCUSTOM1 to reflect appropriate labels in iManage Work for the additional tab, and recent items. For example, if Practice Areas is added as an additional tab, then update the captions to reflect labels in iManage Work as Practice Areas, and Recent Practice Areas.

Username Format

Select the format of username to be displayed in iManage Work.

Metadata Format

Select Alias & Description or Description Only or both as the format for custom metadata fields to be displayed in iManage Work.

Lookup field dropdown limit

Configures the number of suggestions displayed in the drop-down list of iManage Work Web lookup fields. This option can be set to:

• 50

• 150 (default)

• 250

• 500

• 1000

Allow users to perform bulk security updates

Allows iManage Work users to perform bulk security updates for documents, emails, workspaces, and folders. For additional information, refer to Enabling bulk security actions.

New Folder in iManage File/Location Selection dialog

Allows you to show or hide the option to create a New Folder or choose a custom command to create a New Folder in the iManage File/Location Selection dialog. The default command for creating New Folder is iManage "New Folder" command.

Enable static asset delivery via Microsoft Azure’s Content Delivery Network

Enabling this feature allows a faster and more responsive user experience in iManage Work Web by automatically loading the static content from the user's nearest Microsoft Azure content delivery network (CDN) point-of-presence (POP) location. Static assets are files required to run the application such as icons, images, HTML, JavaScript and CSS. 

Customer content stored within iManage Work is never placed on any CDN and will only ever be hosted from the data center to which it was uploaded.

This setting is disabled by default.

TIP: To test this setting before enabling it for all users, include the toggle_cdn=true query parameter in any Work Web URL, for example:

https://cloudimanage.com/work/web/r/recent-documents?exclude_emails=true&activity=edit&scope=ACTIVE,SECONDARY&p=1&toggle_cdn=true

Enable Work 10 Desktop for Windows Auto Updates App Banner

Select the Windows check box if you want your end-users to see the Enable Work 10 Desktop for Windows Auto Updates App Banner in the iManage Work application (Work Web client). 

By default, this check box isn't selected. 

Only those users who don't have iManage Work Desktop for Windows will see the banner.

Enable Search Language Selection

Configures whether the language search selection option is visible for simple and advanced searches in iManage Work. 

• Yes (default): Displays the language selection option.

• No: Hides the language selection option.

Enable web-based email sending

Disables the ability for users to send documents and links directly through the web client's email service for users who do not have iManage Work Desktop for Windows or iManage Work Desktop for Mac clients installed on their computer.

This helps administrators safeguard their users from using a non-secure SMTP protocol to share documents and links externally.

• When enabled (Yes), users can see the Share menu option, and use the Send Link, Send Document, or Send Both options to send documents and links directly through the web client's email service. This is the default option.

• When disabled (No), users will only see the these Share menu options if they have an iManage desktop client installed on the computer (iManage Work Desktop for Windows, iManage Work Desktop for Mac). In this scenario, documents and/or links shared from iManage Work 10 are sent through the integrated software, such as Microsoft Outlook.

Main Content Security Policy Header

Enhances security by applying Content Security Policy (CSP) to the entire Work Web application, protecting it against common scripting attacks, and preventing the application from being framed by malicious sites.

This setting is supported by the following fields:

• Default (default): Specifies that the default CSP header is used. When Default is selected, the default CSP header is populated automatically in the corresponding form field and can’t be modified.

• Custom: Specifies that a custom CSP header is used. When Custom is selected, the corresponding form field is available for edit and a custom header must be provided.

• Report Only: When this option is selected, CSP header rules are evaluated but not enforced. This lets you test CSP header settings without the risk of disrupting existing functionality. This option is selected by default.

Figure: Main Content Security Policy Header

Dialog Content Security Policy Header

Offers enhanced security that’s similar to the Main Content Security Policy Header but doesn’t restrict framing, as dialogs are frequently used by add-ons and extensions.

This setting is supported by the following fields:

• Default (default): Specifies that the default CSP header is used. When Default is selected, the default CSP header is populated automatically in the corresponding form field and can’t be modified.

• Custom: Specifies that a custom CSP header is used. When Custom is selected, the corresponding form field is available for edit and a custom header must be provided.

• Report Only: When this option is selected, CSP header rules are evaluated but not enforced. This lets you test CSP header settings without the risk of disrupting existing functionality. This option is selected by default.

Figure: Dialog Content Security Policy Header

Enable open in Gmail

Enables the option to open Gmail emails, filed using the iManage Gmail extension, in the native Gmail application.

When enabled (Yes), Gmail emails filed using the iManage Gmail extension are opened in the native Gmail application from the Open context menu in iManage Work. By default, this option is set to No (disabled).

Save dialog security alert

Specifies if iManage Work users will receive a warning when saving a file to a folder, if the folder’s security differs from the file’s security settings.

• Yes (default): Warn users if a file's security doesn't match the folder's security setting when saving a file to the folder.

• No: Don’t warn users if a file's security doesn't match the folder's security setting when saving a file to the folder.

Enable iHelp

Configures on-demand help and contextual guidance for iManage Work Web users. Enabling iHelp provides the following user benefits:

• Onboarding and Guidance: iHelp helps users understand new features and how to perform tasks through onboarding product tours and interactive help guides.

• Personalized Experience: iHelp allows for a tailored onboarding experience based on users' needs and roles.

• Resource Center: Users can access a Resource Center to search the existing knowledge base, find and start guided tours on demand, and more.

• Progress tracking: Users can track their progress through flows, helping them understand where they might need more assistance.

Figure: Enable iHelp

This option can be set to:

• No (default): Turns off iHelp for iManage Work Web users

• Yes: Turns on iHelp for iManage Work Web users

useiManage/iHelp integration

useiManage is a subscription-based solution that provides essential iManage content to users and admins when they need it, including:

• Unlimited access to e-learning opportunities for users and administrators

• Entitlements to technical and administrator certifications

• Access to quick reference cards and job aids

This setting lets useiManage Premium subscribers integrate their useiManage subscription with iHelp, allowing users to engage directly with useiManage.

Figure: useiManage/iHelp integration

This option can be set to:

• Disabled (default): Use the standard iHelp URL.

• Enabled: Integrate your useiManage subscription with iHelp.

Enable Global Folder Search

Specifies whether library-level (global) folder searches are enabled or disabled in the Work Web, Work Panel, and File Open Save As dialogs.

With this setting, you can choose whether users are allowed to search for folders across the entire library or only within a specific workspace or folder.

This option can be set to:

• Yes (default): Global folder search is enabled.

• No: Global folder search is disabled. With this option, users can still search for subfolders within a workspace or folder.

When this setting is set to No, the option to search for folders at the global level is unavailable, as shown in the following figure.

Figure: Global folder search disabled

Enable “Coming Soon” for select groups

This option lets you give certain iManage Work Web users early access to upcoming features and fixes. You control which groups can preview new functionality before the next monthly service update.

Because the preview environment uses live production data, any changes users make in this environment will be against the production data. This provides a practical and secure way for trusted users to preview enhancements, confirm issue fixes, and share valuable feedback—helping ensure smoother rollouts for everyone.

We aim to make all enhancements detailed in each monthly Cloud Service Update article accessible for testing when the Cloud Service Update is published. Typically, Cloud Service Updates are published two weeks before the general rollout for all users.

When you enable this setting, the Groups with “Coming Soon” access field is shown. You must specify one or more internal global groups whose members will have access to the Coming Soon option in iManage Work Web.

After the Enable “Coming soon” for select groups setting is enabled and their group is included, a Coming Soon toggle is displayed to eligible users on their Work Web user menu. They can turn this option on or off at any time by selecting the option. The Coming Soon option won’t be displayed at all to users who aren’t members of the designated groups.

An example of the Coming Soon toggle is shown in the following figure.

Documents

Edit user/group permissions

Allows user/group permissions to be updated for one or more documents.

Match security to parent folder

Allows for the security of one or more documents to be aligned with its parent folder.

Emails

Edit user/group permissions

Allows user/group permissions to be updated for one or more emails.

Match security to parent folder

Allows for the security of one or more emails to be aligned with its parent folder.

Matters

Apply security to contents

Allows for workspace security settings to be propagated to its children.

Folders

Apply security to contents

Allows for folder security settings to be propagated to its children.