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 Document sharing feature: Enable the Document sharing feature to prepare for collaboration.

NOTE: To enable or disable the Document sharing feature, the user signed in to iManage Control Center must be assigned to a Global Management role which has the Upcoming Feature Management privilege.

  1. 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.

  2. 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.

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

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

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

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