Customize Logo

This option lets you customize or change the logo displayed in the iManage platform. 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 platform 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.

Username Format

Select the format of username to be displayed on the iManage platform.

Metadata Format

Select Alias & Description or Description Only for custom metadata fields to be displayed in iManage platform.

Lookup field dropdown limit

Configures the number of suggestions displayed in the drop-down list of iManage platform lookup fields. This option can be set to: 50, 150 (default), 250, 500, or 1000.

New Folder in iManage File/Location Selection dialog

Lets you 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 lets the iManage platform deliver a faster and more responsive user experience 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 platform is never placed on any CDN and is hosted only from the data center to which it was uploaded.

• This setting is disabled by default.

Enable Search Language Selection

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

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

• No: Hides the language selection option.

Enable web-based email sending

Controls whether users can send documents and links directly through the iManage platform 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 iManage platform email service. This is the default option.

• When disabled (No), users see these Share menu options only 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 iManage platform, 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.

Dialog Content Security Policy Header

Offers enhanced security that is similar to the Main Content Security Policy Header but does not 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.

Enable open in Gmail

Lets users 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 platform. By default, this option is set to No (disabled).

Enable idle timeout overlay

Specifies whether iManage platform will display a warning five minutes before a user’s idle session expires, prompting them to extend their session if needed. If the user’s session expires, an overlay masks the screen, ensuring that any sensitive content left unattended is hidden—reducing the risk of unauthorized access while maintaining a predictable session experience.

• No (default): User sessions time out after a fixed 30-minute period of inactivity. Users receive no advance notification before being prompted to sign in again for non-single sign-on (SSO) users.

• Yes: Users receive a five-minute warning before their session expires.

  • The dialog informs the user that their session has been idle for a while and prompts them to provide confirmation that they are still there.

  • Users can keep their session active by selecting I’m still here in the dialog, closing the dialog, or pressing any key before the warning period expires.

  • If the user takes no action within the five-minute warning period, an overlay page with a Sign in button appears, allowing them to return to their original page after re-authenticating.

  • Selecting Sign in re-authenticates

    single sign-on (SSO) users and returns them to their original page. Non-SSO users must sign in again with their credentials.

When this option is set to Yes, the Timeout sessions after “drop-down” list is shown, letting you configure how long a session may remain idle before users receive a timeout warning. The timeout value can be set to:

• Thirty minutes (default)

• Sixty minutes

• Ninety minutes

Enable iHelp

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

• Onboarding and Guidance

• Personalized Experience

• Resource Center

• Progress tracking

This option can be set to:

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

• Yes: Turns on iHelp for iManage platform 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.

This option can be set to:

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

• Enabled: Integrate your useiManage subscription with iHelp.