1. After you've run the iManage Drive installer, select the iManage Drive gray_tray_icon.png menulet in your Mac menu bar. The wizard to set up the application opens.
    The menulet appears white to indicate that no iManage account is available currently.

  2. Select Set up iManage Drive.

  3. In the Enter iManage Work URL field, enter the URL to iManage Work and select Authenticate.

NOTE: If your administrator has preconfigured the setup, the Choose iManage Work URL field is displayed with one or more iManage Work URLs pre-populated. For more information, refer to the extra_hosts option in the Configuring user settings section in iManage Drive for Mac Administration Guide.

If prompted, enter the user ID and password to sign in to iManage Work. The Select Matters to Sync screen is displayed.
The Recent Matters tab is selected by default and displays the workspaces that you recently accessed in iManage Work.

  1. Hover the cursor over a workspace and choose +Select. The workspace is moved to the Selected Matters pane and appears grayed out in the matters list.
    (Optional) Choose other workspaces for syncing from My Matters tab or search for them using the Find Matters search box.
    (Optional) To remove a workspace from the Selected Matters pane, select the icon.

NOTES:

  • iManage Drive limits the number of workspaces that users can sync to 50. The recommended number of documents that can be synced is up to 100,000 documents.

  • For efficient handling and syncing of content, we recommend that each workspace must contain no more than 10,000 folders.

  1. The I want to select which folders to sync option is enabled by default. Select Continue and select the folders to sync. For more information, refer to Selecting the folders to sync.
    (Optional) Clear I want to select which folders to sync if you don't wish to select the folders for syncing.

  2. After you've selected all workspaces/folders that you want to sync to your Mac, select Sync. A message is displayed in the wizard asking you to wait while the content from the selected workspaces is synced to your mapped folder on your Mac and the iManage Drive menulet in the Mac menu bar starts turning blue Syncing - Blue.png to indicate the progress of the sync activity. Additionally, notifications are displayed in the upper-right corner of the screen when sync starts and ends for each workspace.
    The wizard notifies you when all workspaces are synced.

  3. Select Open iManage Drive to open the mapped folder on your Mac where the workspaces are synced or select the iManage Drive Menulet.png menulet in the Mac menu bar to change preferences or modify application settings.