Overview
When you're composing emails in Microsoft Outlook, the iManage Work task pane helps you file emails to iManage Work as you send them with the same options you have when filing emails from your inbox. You can select the required filing folder or just the workspace, if it has the default email filing folder, and file the emails. If the email has attachments, they are also filed with the email.
Filing options
When selecting the filing location, you can choose one or both of the following options:
Deleting emails that are filed
Filing emails as private so that no other users can view the emails even when they have all rights to the workspace and the filing folder.
Send and File email
To file an email while sending it, follow the steps:
In the email you're composing, select iManage Work from the toolbar to open the iManage Work task pane.
If the File to iManage option isn't already selected, select the toggle to display the filing options and filing locations.
(Optional) Select one or both of the following filing options and rename if desired:
File as private: File the email as private so that no other users can view the emails even when they have all rights to the workspace and the filing folder, unless you give them permission.
Delete after filing: Deletes the email from Microsoft Outlook folders after it’s filed to iManage Work.
Rename and file as: Enter a file name you want associated with the email other than the default subject line. The filename must be 220 characters or less or you'll be prompted to rename the file with fewer characters due to a Windows limitation.
Find the location among the workspaces and folders visible in the task pane, or use the search bar to find a destination workspace and select the checkbox.
Select Send to Send and File your email to the location(s) you selected.
Results
Luggage tag
The luggage tag is added at the end of the email subject line, to identify emails saved to iManage Work using the Send and File option and the tag displays the following details by default:
Your organization's identity
Name of the database where the email is filed
ID of the folder where the email is filed
Filed label
The emails also have the label applied, as shown in the figure, and the Filed Category is applied to the email for the To and Cc recipients in your organization so they know it's already been filed to iManage Work.
A Bcc recipient in your organization will only see this Filed Category if they filed the email themselves or if the sender filed it in Sent Items.
Filing to an additional location
Even though replies and forwards that get filed preserve a complete record of the conversation in iManage Work, you'll need to repeat the steps above to Send and File them to another location.

