• What's new in the iManage platform
  • Preface
  • About the iManage platform
    • iManage platform capabilities
    • Audience
    • Benefits
    • What stays the same
  • Set up and administer the iManage platform
  • Get started
    • Prerequisites
    • Supported browsers
    • Understand the various terms
    • Access the iManage platform
    • Navigate the iManage platform interface
    • Share feedback on the iManage platform experience
    • Switch back to iManage Work 10
  • Personalize your workspace
    • Home page
      • Add widgets to your home page
      • View notifications
    • Manage user settings on the iManage Platform
      • Change General settings
      • Customize the appearance
      • Change click settings for files
      • Manage security settings
      • Assign and use hotkeys
      • Manage advanced settings
  • Manage clients, workspaces, documents and emails
    • Access and manage clients
    • Access and manage workspaces
    • Access and manage documents
      • Preview documents and videos
        • Preview documents and emails
        • Preview video transcripts
      • Convert to PDF
    • Access and manage My Favorites
    • Access and manage Trash
  • Search in the iManage platform
    • Access search field
    • Perform searches
      • Search for items using regular search
      • Search for items using advanced search
        • Pin or unpin types in Type
        • Add or remove fields in the search form
        • Select lookup search match type for metadata fields
        • Keyword search operators
        • Perform advanced search
    • View existing search
  • Review and analyze with iManage AI
    • Natural language search using Ask
      • Access Ask panel
      • Understand search mode and effort
      • Conversations using Ask
        • Generate overview and chronology of documents
        • Start a conversation in Ask
        • View existing conversations
        • Rename existing conversations
        • Save existing conversations
        • Exporting existing conversations
        • Delete existing conversations
    • Compare documents and redline analysis
      • Access Compare panel
      • Compare two versions of documents
      • Expand and collapse Compare panel
      • View comparison results
        • View change summary
        • View redline analysis in collapsed view
        • View comparison results in expanded view
        • View previous comparisons
      • Export comparison results
    • Playbooks analysis
      • Access Playbooks panel
      • Create or modify Playbooks
        • Create a Playbook manually
        • Create a Playbook by importing rules
        • Create a Playbook using AI
        • Create a Playbook using Ask panel
        • Duplicate a Playbook
        • View Playbook, rule, or position details
        • Edit a Playbook, rule, or position
        • Delete a Playbook, rule, or position
      • Run and understand Playbook analysis
        • Run a Playbook against documents
        • View previously run Playbook analysis
        • Playbook analysis color codes
        • View evidence of the analysis
        • View previous document comparisons
      • Expand and collapse Playbooks panel
      • Export a Playbook
      • Search and filter Playbooks
        • Search for Playbooks
        • Add or remove a Playbook to favorites
        • Filter Playbook by favorites and visiblity
    • Review multiple documents using tables
      • Enable tabular review
      • Create new tables
      • Add documents to an existing table
      • Ask questions
      • View evidence for responses
      • Mark an answer as reviewed
      • Copy responses
      • Filter results
      • Create and add tags
      • Export tables
      • Rename existing tables
      • Delete documents or tables
      • Access Tables panel
  • Use the Cart
  • Collaborate and get work done
    • Manage tasks
    • Co-author documents
    • Collaborate on documents
  • Known issues and limitations