The Cart is a collection of files you can build while you work in the iManage platform. Use it to gather documents, folders, and workspaces in one place, then act on them together—copy or move them, compare them, or ask questions about them—without opening each one separately.
Open the Cart
Select Cart in the toolbar on the right of the page. The Cart pane opens and shows the items you've collected, along with a count of how many there are. When the Cart is empty, it prompts you to drag items in.
How long items stay in the Cart
The Cart keeps its contents for the current browser tab only:
Reloading the tab keeps your items.
Closing the tab or the browser clears the Cart.
Opening the Cart in a new tab starts an empty collection — items aren't shared between tabs.
Add items to the Cart
You can add an item to the Cart in two ways: drag it in, or use the right-click menu. You can add documents, versions, folders, workspaces, and emails using either method.
To add an item by dragging, select and drag it from anywhere on the page—such as Recent Folders, Recent Clients, or My Workspaces—onto the Cart pane. When the pane shows Drag items here to collect them, drop the item to add it.
To add an item using the menu, right-click the item and select Add to Cart.
Act on a single item
Place the cursor over any item to reveal its action menu. From there you can:
Select the copy link icon to copy a link to it.
Select the more actions icon for the full set of actions available for that document, folder, or workspace.
Select the remove icon to take the item out of the Cart.
Work with several items at once
Select the check box for two or more items to reveal the bulk action controls. The action you choose is applied to every selected item in the Cart. To select all items in the cart, use the check box at the top of the pane — it shows how many items are selected, for example 7 of 7 items selected.
Expand the Cart to the full grid
Select the expand icon to open the Cart in a full grid. The grid gives you more room to work and adds sortable columns—including Status, Title, Version, Doc. Number, Create Date, File Size, Shared until, and Workspace Name. Use the View drop-down list to change how items are displayed, and the column settings icon to choose which columns to show.
View item details and related tools
Select an item and open Properties to view its details. From the tools on the right of the expanded Cart, you can also open Security, Versions, and Preview for the selected item.
Use Cart with Ask
Once you've collected items in your Cart, Ask can help you explore and work with them. By default, the context is the last file you selected in a container, not the full set of items. If you want Ask to work with everything in your Cart, you can switch the context to the entire Cart instead. To do this, open the plus (+) menu in the Ask pane, select Cart, then choose Switch context to cart. After the Cart is set as your context, you can enter your question in the Ask pane, or select Overview or Chronology to get started.
Clear the Cart
To empty the Cart, select Clear All. To remove a single item instead, select the remove icon on that item.