• What's new in iManage Work
  • Searching for items
    • Options available when performing a search
    • Adding a linked field to the search form
    • Adding commonly used file types to advanced search
    • Selecting lookup search match type for custom metadata fields
    • Searching for documents
      • Performing an advanced search for documents
    • Searching for emails
      • Performing an advanced search for emails
    • Searching for documents and email
    • Searching for folders
      • Performing an advanced search for folders
    • Searching for matters
      • Performing an advanced search for matters
    • Searching for clients
    • Saving a search
    • Using recent searches
    • Recent Matter Searches
    • Performing a simple search against title or keyword
  • Working with documents
    • Copying document versions
    • Sorting Documents
    • Declaring a record
    • Undeclaring a record
    • Copying multiple documents
    • Viewing and opening documents
      • Viewing security details
      • Downloading documents
      • Opening a document
      • Previewing documents 
        • Using the magnifier tool
        • Adding a document to My Favorites in the preview mode
        • Using the panning tool
        • Displaying/hiding thumbnails
      • Viewing recent documents
      • Viewing document properties
      • Viewing details of user who checked out a document
      • Opening read-only documents
      • Viewing a document's timeline
        • Versions
        • List
        • Users
    • Adding and removing documents
      • Deleting document versions
      • Importing a document as another author
      • Restoring items from trash
      • Uploading a new document
      • Deleting a document
      • Uploading a document version
    • Moving and sending documents
      • Sending a secure link to a document
      • Emailing documents
      • Attaching iManage items to open emails
      • Exporting a journaled revision document from the timeline
      • Sending link to a document
      • Moving documents
    • Relating documents
    • Renaming document versions
    • Unlocking documents
    • Copying a document as a new version
    • Removing relation between documents
  • Filtering content
  • Working with emails
    • Restoring deleted emails
    • Sorting emails
    • Previewing emails
    • Sharing emails with external parties
    • Forwarding and replying to emails
    • Opening emails
    • Editing email properties
    • Deleting emails
    • Viewing filed emails
    • Previewing email attachments
  • Downloading documents and emails when preview fails
  • Accessing a document/email using links
  • Copying a link to an item
  • Viewing recent clients
  • Working with matters
    • Viewing and editing workspace properties
    • Uploading files to a folder
    • Adding to/removing from My Matters
    • Deleting workspaces
    • Creating workspaces
    • Sorting Matters
    • Viewing other users' My Matters
    • Importing files from the desktop
    • Viewing Recent Matters/My Matters
    • Giving other users access to your matters
  • Moving categories
  • Working with shortcuts
    • Creating document folder shortcuts
    • Deleting folder shortcuts
    • Deleting document shortcuts
    • Moving shortcuts
      • Moving folder shortcuts
      • Moving document shortcuts
      • Moving workspace shortcuts
  • Working with folders
    • Ability to hide or show subfolders under a folder
    • Ability to toggle between email and document views for a folder
    • Uploading folders
    • Creating template-based folders
    • Deleting folders
    • Visual indicator for containers that do not inherit security
    • Creating a new Share folder in a matter
    • Creating custom folders or tabs
      • Creating custom folders or tabs (Flexible Folders disabled)
    • Updating folder security and applying changes to its children
    • Selecting multiple documents in a folder and aligning security to that of the folder
    • Selecting multiple folders in a workspace or folder and aligning security to that of the parent workspace or folder
    • Adding an item to multiple folders
    • Moving folders
    • Removing references to documents from multiple folders
  • Opening URLs
  • Secure file sharing and sending
    • Working with documents in Share
    • Accessing iManage Share folders
    • Publishing documents to iManage Share
  • Managing security
    • Editing user/group permissions of items in bulk
      • Replacing users or groups
      • Adding users or groups
      • Removing users or groups
    • Restoring a user or group from the ACL list
    • User status icons
    • Accessing the security details of an item
    • Updating security when moving a folder or document
    • Applying workspace or folder security to its children
  • Coming soon
  • List and Grid view
    • Exporting metadata of items in the Grid view
    • Using the view type toggle
  • Tree view
  • Locating items on the tree
    • Viewing Show in Tree option for items existing in multiple locations
  • Performing operations in the tree using drag-and-drop
    • Expanding and browsing the tree node using drag-and-drop
      • Viewing all available nodes at any level in the tree
    • Copying document(s) to a folder in the tree using drag-and-drop
    • Adding Workspace shortcuts to My Favorites/My Matters or Categories inside My Favorites/My Matters
    • Uploading folders from the desktop to a tree node using drag-and-drop
    • Moving Categories from My Favorites/My Matters in the Grid/List view to My Favorites/My Matters in the Tree using drag-and-drop
    • Adding document references into a folder in the Tree using drag-and-drop
    • Drag and move items from the list or grid view to the Tree
      • Moving document shortcuts using drag-and-drop
      • Moving folder shortcuts using drag-and-drop
      • Moving folders 
      • Moving documents and emails
    • Moving shortcuts within My Favorites or Categories inside My Favorites
    • Moving workspace shortcuts to My Matters or Categories inside My matters
    • Adding items to My Favorites in the Tree using drag-and-drop
    • Uploading documents from the desktop to a tree node using drag-and-drop
  • Selecting multiple documents/emails and move to trash (or delete)
  • Setting the web default tab in iManage Work Web
  • List of limitations applicable to Microsoft browsers
  • Navigating from iManage Work Web to iManage Control Center
  • Improving initial load time
  • Select All items in iManage Work Panel
  • Enabling third-party cookies for iManage Share integration
  • Keyboard controls for iManage Work
    • Keyboard functions for operations related to the tree
    • Using keyboard shortcuts 
    • Keyboard accessibility for the filter panel
  • We are listening. Please keep the feedback coming!