Click settings determine what happens when you select a file title or double-click a file row. Admins and users can customize the tile click and double-click actions for non-Microsoft 365 files and Microsoft 365 files separately. Changes take effect immediately.

NOTE: Actions other than Preview require the iManage Agent to be installed and configured on your desktop.

Open click settings

  1. In the upper-right corner, select the Settings (gear) icon.

  2. On the General tab, select Click settings.

Set actions for non Microsoft 365 files

Under Click settings, select the actions for standard files:

  • For Title click, select the action when you select a file title.

  • For Double click, select the action when double-clicking a file.

Available actions:

  • Preview: Opens the file in preview mode.

  • None: Disables the double-click action. Available only for Double click.

The following options require you to install iManage agent on your device:

  • Open: Opens the file in the relevant application.

  • Open Read-only: Opens the file in read-only mode in the relevant application. When using a macOS device, this defaults to Open.

  • Open in Protected View: Opens the file in Protected mode. When using a macOS device, this defaults to Open.

Set actions for Microsoft 365 files

Microsoft 365 files have separate open actions for the following file types: Word documents, PowerPoint presentations, PowerPoint slide shows, Excel workbooks, Excel macro-enabled workbooks, and Excel binary workbooks.

Under Microsoft 365 file open options, select the following actions for Microsoft 365 files:

  • For Title click, select the action when you select a file title.

  • For Double click, select the action when double-clicking a file.

In addition to the standard actions, Microsoft 365 files include these actions:

NOTE: To use the following features, you must have the appropriate Microsoft 365 desktop applications installed on your device.

  • Edit (Co-author): Opens the file in co-authoring mode in the appropriate Microsoft 365 desktop applications.

  • View in Microsoft Office for the web: Opens the file in the appropriate Microsoft 365 web application in a new browser window or browser tab in view-only mode.

  • Edit in Microsoft Office for the web: Opens the file in the appropriate Microsoft 365 web application in a new browser tab or window in edit mode.

Reset Open exceptions

If you saved fallback choices for files that are checked out, co-authored, or in another conflict state, reset them by performing the following action:

Under Reset ‘Open’ exceptions, select Reset ‘Open’ saved choices.