The steps for setting up collaboration links in iManage Control Center are outlined below. Each activity includes a link to the relevant topic in this section. Follow these steps to configure your environment for collaboration links.

1. Review the prerequisites and supported platforms: Ensure your environment meets the necessary requirements and is compatible with the supported platforms.

2. Enable the Share Document upcoming feature: Activate the Share Document feature to prepare for collaboration.

3. Enable Microsoft 365 applications for iManage Next Generation Co-authoring: If not already enabled in your environment, set up the required Microsoft 365 applications to support iManage Next Generation Co-authoring.

4. Grant collaboration link privileges: You can grant collaboration link privileges to new roles, existing roles, or both.

   1. Grant privileges to a new role: Create new roles and assign the necessary collaboration link privileges, per library. This is useful for enabling collaboration links for a subset of users, such as a pilot group.

   2. Grant privileges to an existing role: Update existing roles to include collaboration link privileges, per library.

5. Add collaboration link properties to the Document Properties form: Incorporate collaboration link properties into the Document Properties form.

6. Add collaboration link properties to the Document Search Properties form: Include collaboration link properties in the Document Search Properties form.

7. Add collaboration link actions to the Documents context menu: Add collaboration link actions to the Documents context menu for easy access.

8. Add the collaboration link field to the Documents view: Ensure the collaboration link field is visible in the Documents view.