The iManage platform introduces a new feature: a personalized home page dashboard composed of widgets. Each widget provides quick access to items such as recent documents, favorites, clients, and workspaces. You can add widgets during the initial setup or update them later directly from your home page.
Your home page opens automatically when you sign in to the iManage platform, and you can return to it at any time by selecting the Home icon in the left navigation pane.
Available widgets
Table: Available home page widgets
Widget | Description |
|---|---|
My Favorites | Shows documents and folders you starred for quick access. |
Recent Folders | Shows folders you opened recently. |
Recent Clients | Shows clients you worked with recently. |
Recent Workspaces | Shows workspaces you opened recently. |
My Workspaces | Shows workspaces assigned to you. |
Recent Documents | Shows documents you opened, edited, or shared recently. |
Recent Searches | Shows recent searches so you can continue where you left off. |
Ask Chat History | Shows recent conversations with Ask iManage. |
Tips and Tricks | Shows guided, interactive lessons and tips for learning iManage platform features. |
IDM (iManage Disposition Manager) | Shows a list of IDM disposition tasks that need approval, each with inline Approve and Deny buttons. Denying a task requires you to enter a reason. |
Subscribed Workspaces | Shows a list of a chosen colleague's matters on your home page. When you add the widget, search for the colleague by name. |
Checked-out Documents | Shows a list of all documents you have checked out for editing. |
Tips and Tricks widget
The Tips and Tricks widget is added to your home page by default. It offers guided, interactive lessons that walk you through iManage features using sample data, so you can learn without changing any of your own documents.
The widget has three views:
New: Lessons you haven't started.
Completed: Lessons you've finished. You can replay any completed lesson.
Help Links: Links to documentation and the Next-Gen Hub.
Guided lessons cover Work, document comparison, multi-document preview, Cart, Bundle Builder, and Ask iManage. Some lessons appear only if your organization has the related product.