This page summarizes what’s new and improved in the next-gen iManage platform in October 2026. The platform became generally available (GA) on October 1, 2026.

To learn more about the platform, see:

NOTE: To view a list of resolved issues introduced this month, refer to the iManage platform cloud service update available on iManage Help Center (login required).

iManage Platform

  • In Advanced Search, the Type field now offers the Document, PDF, Presentation, and Spreadsheet groups, plus Email when you search for documents and emails. Each group adds all of its related file types at once, so that you don’t have to select every file type yourself.

  • When you search inside a folder or workspace, you can now select Description or Owner in the Search field, so that you can find folders by their description or by who owns them. Selecting Owner opens a list of users.

  • When you search inside a workspace (also called a “matter” or another name, depending on your configuration) or folder, the search box has a field selector next to it. With this selector:

    • You can search one field without opening Advanced Search. To do so, select Title, Keyword, Author, Subject, From, To, or Number, or enter a prefix such as title:, from:, @ for an author, or # for a document number.

    • If you filter the view to show only Documents, the email-specific options (Subject, From, and To) aren’t shown.

    • Select Author to open a list of users automatically, and then select the author without typing @ and their name.

  • Advanced Search now opens on the first form you have pinned instead of always on Workspace. It also carries a keyword from the search bar into that form, so that you start in the form you use most.

  • In Advanced Search, you can now pin the search type you’re using directly from its tab, without closing the form and losing what you have entered.

  • When a document link opens in the expanded preview, collapsing the preview now takes you to the document’s folder, with the document selected and the folder tree expanded, instead of leaving you on your Home page.

Home and widgets

  • With Public Preview turned on, the Calendar and Microsoft Teams widgets on Home are now available even without the Productivity AI bundle. The Get ready button on the Calendar widget, which opens Ask, still requires Productivity AI.

  • Tips and Tricks now gets its tips from the same feed as What’s New. Tips you have already completed stay completed, and if no tips are available you see the original set instead of an empty widget.

  • Clicking an image in a What’s New post now opens a larger preview of it.

Document Grid/List views

  • The Convert command in the document menu is now called Add to Convert.

  • When your title click action or double-click action is set to Preview, selecting a document title now opens it in the Preview panel beside the list. This way, you keep your place in the list. The Preview command in the context menu still opens the full preview.

  • The View menu no longer shows a separate Layout heading above the List and Grid options.

  • You can drag documents from the web client into an Outlook email. Links to the documents are added to the email, and with iManage Work Desktop for Windows installed you can choose to attach a link file or the document itself.

  • The Date filter on the Versions panel’s Timeline tab now has a custom date range. Below the presets, choose From and To dates and click Apply.

  • The Export button on the Versions panel’s Timeline tab now has an Export label and a tooltip giving the number of activities. Export now uses the filters you’ve applied and includes every matching activity.

  • From a document’s version activity, a new Compare with latest version action compares an earlier saved entry with the document’s current content in one click. When you set up a comparison yourself, you can now select Latest on either side, and the redline now shows changes in the right direction, from the earlier entry to the latest.

  • The Email Details section of the Properties panel now shows a Cc row when an email has Cc recipients. Sender, Sent To, and Cc start collapsed to one line, and you click a value (or press Enter or Space) to expand it, so that long recipient lists no longer crowd the panel.

  • The Author, Operator, Last User, and Owner fields in the Properties and Security panels now show a badge when that person is external or their account is disabled. Hover over the badge to see “External” or “Disabled”.

  • The zoomed and pinned preview now shows Open, Download, and Copy actions as buttons in its header, so that you don’t have to open the overflow (…) menu for them. When space is short, they move into the overflow (…) menu.

Usability enhancements

  • In the Properties panel, the fields in each section now follow the order set for the form in iManage Control Center, so that the panel matches the layout your firm configured. This includes documents, emails, folders, and workspaces.

  • The Properties panel, and the Properties dialog shown when you save, now list custom fields and AI enrichment fields in the order your admin set them on the library edit document form.

  • The document preview toolbar now has a page number box. Enter a page number and press Enter to go directly to that page.

  • While the Compare panel is open, the preview no longer shows the banners that tell you that you’re viewing an earlier version or a past edit.

  • When you view an email with attachments, the attachment bar now stays in view while you scroll. Each attachment has View and Download buttons, so that you can open or save an attachment without scrolling back up.

  • Buttons, headings, menu items, and tabs in English now use title case, for example, Save as New Version and Clear Filters.

  • When you open a document from a link, selecting Minimize or Close on its preview now takes you straight to the folder that contains the document. This way, you can see the document in context.

  • When you open a panel from inside another panel, such as properties from a preview opened from an Ask chat, a Back button now takes you to the previous panel with its state intact, across several levels. This includes properties, versions, security, the cart, playbook runs, and Ask references.

  • The right-rail tools Ask, Playbooks, Compare, Bundle, and Cart now show a short description when you hover over them.

  • Only background jobs, such as uploads, downloads, bundle builds, compares, and playbook runs, now add to the unread count on the notification bell. Routine confirmations you’ve already seen as a pop-up message are marked as read.

iManage AI

Tabular Review

  • Tabular Review now shows a number (#) column with the position of each row in the table, so that you can refer to a row by its number. The numbers follow the current sort and filter settings.

  • A new + column at the end of the table lets you add a column straight from the table. It also lets you write a question or select a playbook or a question list, without opening a separate dialog.

  • You can now add documents and columns while other cells are still being generated, so that you no longer have to wait for the table to finish processing.

  • Select mode now lets you delete columns as well as remove documents. A confirmation shows what will be discarded before anything is removed.

  • When you delete a table, the confirmation now makes clear that the documents stay in the iManage platform and only the table data is deleted.

  • Mark as reviewed has been renamed to Mark as verified, and cells are marked verified instead of reviewed.

  • Document rows no longer have a More options menu, keeping the table focused on review.

  • You can now drag documents from the cart straight onto a Tabular Review table, instead of adding them only from the menu.

  • Tabular Review no longer offers Table as an answer format for a question. Saved questions and earlier results that use tables still open, and a cell whose answer contains a table now points you to the details panel, where the full table is shown.

  • The Tabular Review toolbar and table now adapt to smaller screens: Buttons collapse into menus and then to icons as space runs out, filters and selection controls rearrange on phones, and row height is remembered for each table.

Playbooks

  • The list of runs now shows the passed and failed results bar for each run, with a tooltip that lists the counts. On a playbook run, you can now select more than one result filter at a time.

Compare

  • Running Compare on two selected documents now places them in the compare panel, with the earlier version as Original and the later version as Revised, so that you can check or swap them before you start the comparison.

  • You can now expand the Compare panel while a comparison is still running. When the Compare panel is expanded, the comparison results are now displayed as soon as they are ready.

Ask iManage

  • When Ask prompts you to select which source documents to use, you can now add them. While a clarification question is open, a Browse for documents button sits next to Skip, and on Ask Home you can also drag documents onto the box.

  • Citations that point to an Overview, Chronology, Extract, Question, or Table result now open in the Ask context panel. You can open a citation inside the panel and use the back arrow to return, and wide content can open side by side.

  • The Ask iManage greeting now reads “What can I help you with?”. It is displayed on a new Ask conversation and as the title of the Search landing page, in every supported language.

iManage Control Center

  • Home widgets: Administrators can select which Home widgets appear to users in the Web Settings section. Hidden widgets don’t appear when users are adding widgets from customize home page or from the onboarding widget step.

  • Calendar and Microsoft Teams widgets: These widgets now appear in the Home Page widget list as soon as you enable Microsoft Graph widgets. You can offer them to users without first granting consent under Connected Apps. The widgets are part of Public Preview.

  • OAuth Token Absolute Timeout: A new OAuth Token Absolute Timeout setting is now available. Administrators can use this setting to define the maximum lifetime of OAuth access tokens. The setting provides additional security control by preventing access tokens from remaining valid indefinitely through continuous active use. When configured, the absolute timeout acts as a hard limit for token validity. Access tokens are revoked when either the idle expiration or the absolute timeout is reached, whichever occurs first. As a result, an access token can expire even if the user remains active.

    • Idle timeout: Revokes tokens only after a user is inactive for a defined period. If the user remains active, the session continues.

    • Absolute timeout: Imposes a maximum token lifespan from the moment of authentication. When the configured duration is reached, the access token is revoked even if the user is actively working.

WARNING: Turning on this setting immediately signs out every user of the iManage platform. Choose a time that causes the least disruption, and let users know in advance.

  • Application access token inactivity timeout: When you add or edit an application on the Applications page, you can now set its access token inactivity timeout to a value from 1 through 30 minutes.

  • Document sharing in Collaboration Settings: Document sharing settings have been reorganized and now have their own edit dialog.

    • A new Sharing permissions section lets you select which permissions users can give when they share a document: View & Download / Edit, View & Download / Download only, or both.

    • Default expiration presets now range from 1 day to 1 month.

    • Custom message for guest users has been moved to a new Common settings section.

  • Advanced Search languages: Admins can now select the languages shown in the Advanced Search Language list using the new Select Language option under Enable Search Language Selection. Users then see only the languages your organization searches in.

  • The iManage Platform (web) node in the sidebar is now called iManage Platform.