iManage Control Center Help

NOTE: To perform operations on the Web Client page, the user must be a member of the NRTADMIN group, or be assigned to a role with Tier 2 access to Control Center. For more information about the specific operations allowed, refer to Understanding tiers.

Access the Web Client settings page by navigating in Control Center to Work Clients > Web Client > Settings.

The Settings page contains the following tabs:

General: Configure general iManage Work 10 Web settings.
Defaults: Customize different default options for the iManage Work 10 Web.
Access: Define which groups can sign in to iManage Work 10 Web.
Navigation: Select what navigation tabs are displayed as nodes and their order in iManage Work 10.
Toolbars: Configure or customize actions for containers like Recent Matters, My Matters, Workspace, Folder and so on, in iManage Work 10.

Configure general settings

To configure Work Web general settings, browse to the General tab. The following figure shows the top portion of this tab.

Figure: Settings General tab

Table: General settings

Option	Steps/description
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. Figure: iManage Work Home Page Figure: iManage Work Search Window
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. Figure: Customized workflow for creating New Folder
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 following 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 this banner. Figure: iManage Auto Updates 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. Figure: Language search selection option (when enabled)
Title-click operation for files	Configures the default action when a user clicks the title of a document or email. This option applies to iManage Work in a Desktop browser, iManage Work panel in Outlook, and Work Desktop for Mac. NOTE: This setting is not respected when using iManage Work in a mobile browser. Preview (default): Opens a preview of the document or email. Edit/Open: Opens the document or email in its native application. Open in Protected View: Opens Microsoft Office documents in Protected View. This prevents users from accidentally leaving documents in a checked-out state. If the document is not a Microsoft Office file, the file is opened in the native application using the Edit/Open functionality. The Edit/Open option should only be used if all your users have iManage Work Desktop for Windows or iManage Work for Mac installed. If this software is not available on users' machines, the the following message will be displayed: "You need to install iManage Office Integration to edit this document." The Open in Protected Mode option is not currently supported for iManage Work Desktop for Mac. When this option is selected, the title-click action defaults to the Edit/Open functionality.
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 NOTE: For more information about configuring CSP headers, refer to Content Security Policy implementations in iManage Work Web.
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 NOTE: For more information about configuring CSP headers, refer to Content Security Policy implementations in iManage Work Web.
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).
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 No (default): Turns off iHelp for iManage Work Web users Yes: Turns on iHelp for iManage Work Web users

Customizing the logo

This section describes how to customize or change the logo displayed in iManage Work. The logo appears in iManage Work at the following places:

Page headers (desktop view)
Left sidebar (mobile view)

Custom logo file requirements

The image must be in SVG format. You can't upload an image in any other format such as JPG, PNG, GIF and so on.
The image size should be 174px x 60px. If the size of your image doesn't match, it'll be scaled to 174px x 60 px automatically. However, the logo may appear distorted.
The SVG files exported from tools such as Adobe Illustrator or Sketch work properly without any additional effort. However, if the logo doesn't appear in the UI, open the image file in a text editor to view its XML format. Verify that the <svg> element has both xmlns and xmlns:xlink attributes set. If these attributes are missing, the logo may not render.
For example, <svg xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" … > …. </svg>

To change the logo:

In iManage Control Center, browse to Work Clients > Web Client.
On the General tab, locate the Customize Logo option and select Change.
Figure: Settings General tab
In the File Upload dialog, locate and select the new logo. Select Open.
Alternatively, you can drag and drop the new logo into the Customize Logo area in your browser.
Select Save to apply the new logo.
Select Reset to restore the default iManage Work logo.

Configure Work Web defaults

To configure Work Web default settings, browse to the Defaults tab.

Figure: Defaults tab

Customize any of the following Work 10 default settings, then select Save.

NOTE: Based on your iManage Work environment, changes to these settings will become visible to end users after approximately 5 minutes and upon their next login session.

Table: Defaults options

Option	Steps/description
Language	Specifies the default language to be displayed when users open iManage Work or iManage Control Center in their browser. To set the default language, select the desired language from the Language drop-down list, and then select Save. Refresh the page in your browser to display the selected language in iManage Control Center. Individual users may also change their default language in iManage Work Web in the User Settings dialog by setting the Language option. This change applies only to their account and applies wherever they sign in to iManage Work. Figure: iManage Work Web > User Settings > Language option
Login tab	Select which tab is loaded when users sign in to iManage Work. If not set, the Documents tab is displayed by default. Users can overwrite this preference and set their Web Default Tab in their User Settings. Figure: Default tab displayed on login
Content view	Specifies the default starting view type in iManage Work Web for all users. This setting includes selections for: View Type: Indicates the way the default starting view type is displayed: Grid (default): Uses grid view to display items in iManage Work Web. The Grid Row Height option is displayed when this option is selected. List: Uses list view to display items in iManage Work Web. Grid Row Height: Specifies the density of grid rows. Comfortable Compact (default) Tiny
Details view	Indicates whether the Details panel is visible by default for all iManage Work users. Yes (default): Specifies that the Details panel is visible by default. No: Specifies that the Details panel is hidden by default.

NOTES:

The default settings apply to users who have never changed them in iManage Work Web (such as a new user). If a user changes their settings, the user settings take precedence, even if the default settings in Control Center are changed later.
These settings don’t apply to the File Open and File Save As dialogs.

Configure access settings

To define which groups can sign in to iManage Work 10 Web, browse to the Access tab.

The users who are not in this list can still access iManage Work using Work Desktop for Windows, Work Desktop for Mac, Work Mobility, and iManage Work classic clients.

This feature is useful for firms who decide to provide the mobile access of iManage Work client application only to specific users, and control the data that is left on the devices. For example, mobile access is provided only to partners and attorneys, while the document support staff and secretaries are restricted.

Figure: Access

Select Yes to define which groups are allowed access to iManage Work. The field to search for groups appears.
1. Enter the name of the group to be added, and select Add to provide access to the group.
2. Select X to remove the group that has already been added.
Select No to prevent access to iManage Work for any users.
Select Save.

Configure navigation settings

To configure which navigation tabs are displayed as nodes in iManage Work Web, open the Navigation tab.

You can select which tabs are displayed and specify the order in which they appear through the Configure Navigation dialog.

Default navigation nodes are always displayed and are denoted without a check box in the dialog box; third party extensions include a check box, allowing you to show or hide them.
To change the display order, drag the tabs within the dialog box.

Browse to Web Client > Settings > Navigation.
Select Edit.
In the Configure Navigation dialog, reorder nodes as required and use the check box to show or hide items.

NOTE: To revert to the original settings at any given time, select Reset to defaults.

Select Save.

Figure: Configuring navigation settings

Configure the Details panel for iManage Work

You can re-order, show, or hide the tabs (including custom tabs) displayed in the Details panel in iManage Work, based on your organizational requirement. These customizations will be reflected in iManage Work in the desktop view as well as the Open and Location Selection dialogs.

Browse to Web Client > Settings > Navigation> Details Tabs.
Select the tab you wish to configure and then select Edit.
A dialog appears allowing you to set the default tab and change the order.
From the Default view drop-down menu, select which tab is displayed by default.
Reorder nodes as required and use the check boxes to show or hide items.

NOTE: To revert to the original settings at any given time, select Reset to defaults.

After making the changes, select Save.

Figure: Configuring the Details tabs

Configure toolbars

The toolbar shown at the top of containers like Recent Matters, My Matters, Workspaces, and Folders can be customized.

You can add, remove, reorganize, or group these custom toolbar actions. All available actions can either be shown as commands along the top toolbar or be placed under the action menus.

When the available space in the toolbar reduces for the added actions, they're responsively added to the action menu.

Browse to Web Client > Settings > Toolbar.
Select the container to customize, and then select the Edit

icon.
In the Configure Actions dialog, customize the available commands to appear either on the toolbar or in the actions menu.
Select Save to close the Configure Actions dialog.
Select Save.

NOTES:

The toolbar kebab menu actions for Folders or Matters will continue to reference their respective context menus until you customize the toolbar actions.
Toolbar customizations in iManage Control Center apply to iManage Work Web, Work Panel and mobile views.
The Upload Folder action is not supported in iManage Work Panel. To upload a folder from Work panel, drag-and-drop a folder into a workspace or another folder.

Figure: Toolbars

Enabling bulk security actions

The Allow users to perform bulk security updates setting allows iManage Work users to perform bulk security updates for documents, emails, workspaces, and folders. For more information about these capabilities, refer to:

NOTE: Bulk security updates applied by your users can be overwritten by the Refile Service. If you're using Refile Service to perform background security updates, we recommend you review the information in Considerations when using the Refile Service for security updates before activating this feature.

By default, these capabilities are turned off. To turn on these new capabilities for users:

Sign in to iManage Control Center and browse to Work Clients > Web Client > Settings > General.
Set Allow users to perform bulk security updates to Yes.
Select Save.

Figure: Bulk security updates

After turning on Allow users to perform bulk security updates, the following actions are available in the Context Menus tab within iManage Control Center.

NOTE: You must add these actions to the appropriate context menus in iManage Control Center. For instructions on adding these actions to the respective menus, refer to Context menus.

Table: Context Menus

Tab	Action	Description
Documents	Edit user/group permissions	Allows user/group permissions to be updated for one or more documents.
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.
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.

The following figure shows an example of the new actions added to the Context Menus Documents tab:

Figure: Context Menus - Documents tab

In addition to the new Context Menus actions, the following workflows are enabled in iManage Work when Allow users to perform bulk security updates is set to Yes:

The option to “Apply security changes to children” when workspace security is changed.
The option to “Apply security changes to children” when folder security is changed.
The option to “Match security to destination” when a folder(s) is moved.
The option to “Match security to destination” when a document(s) is moved.