You can edit the iManage Work profile information of electronic records (based on their media type) as follows:
Modifying WS workspace Profile Information
You can edit the profile information of workspaces to which you've been granted Full Access rights in iManage Work.
In the Navigation pane, select the Records tab.
Search or browse for the file part of media type WS workspace.
Right-click the file part, and select Workspace Properties. The Workspace Properties dialog opens.
Add or change profile information.
When you select Save to save your changes, you're prompted to refile:
Select Yes if you need to refile. This causes all documents and folders in the workspace to take on the changes you made to the workspace metadata or security.
Select No if you only need to save your changes without refiling the workspace.
Modifying WS Folder Profile Information
You can edit the profile information of folders to which you've been granted Full Access rights in iManage Work.
In the Navigation pane, select the Records tab.
Search or browse for the file part of media type WS Folder.
Right-click the file part, and select Folder Properties. The Folder Properties dialog box opens.
Select the Profile tab. Select Add/Edit to open the Folder Profile dialog box.
Add or change profile information.
When you select Save to save your changes, you're prompted to refile:
Select Yes if you need to refile. This causes all documents in the folder to take on the changes you made to the folder metadata or security.
Select No if you only need to save your changes without refiling the folder.
Modifying WS Record Profile Information
You can edit the profile information of an existing document if you are the Author or Operator of the document, or have been granted Full Access or Read/Write access rights in iManage Work.
In the Navigation pane, select the Records tab.
Search or browse for the file part of media type WS Record.
Right-click the file part, and select Record Properties. The Properties dialog opens.
Make changes in the appropriate fields.
Select Save to save your changes.
Open Electronic Records
For electronic records of media type WS workspace and WS Folder, you can open the record in either DeskSite or FileSite using the Open in iManage Work option. Refer to Opening in iManage Work.
For electronic records of media type WS Record, you can open the record in its native application using the Open Record option. Refer to Opening in the Native Application.
Opening in iManage Work:
In the Navigation pane, select the Records tab.
Search or browse for the file part of media type WS workspace or WS Folder.
Right-click the file part, and select Open in iManage Work. The WS workspace or WS folder opens DeskSite or FileSite (depending on which application you've installed).
Opening in the Native Application:
In the Navigation pane, select the Records tab.
Search or browse for the file part of media type WS Record.
Right-click the file part, and select Open Record. The record opens in its native application.