The Toolbars tab on the iManage Platform page lets you add, remove, reorganize, or group actions in the toolbar for containers such as Recent Matters, My Matters, Workspaces, and Folders. Actions appear either as commands along the top toolbar or under the actions menu. When the toolbar runs out of space, overflow actions move to the actions menu automatically.

NOTE: To perform operations on the iManage Platform page, you must be a member of the NRTADMIN group, or be assigned to a role with Tier 2 access to Control Center.

To customize the toolbar actions:

  1. In iManage Control Center, browse to Work Clients > iManage Platform and then select the Toolbars tab.

  2. Select a container to customize, and then select the Edit image-20260812-092807.png icon.

  3. In the Configure Actions dialog, customize the available commands to appear either on the toolbar or in the actions menu.

  4. Select Save.

  5. To revert to the default settings, select Restore Defaults.