Accessing iManage files using your mapped folder

While you run the iManage Drive setup wizard and the selected workspaces in iManage Work are synced to iManageDrive folder on your Mac, select Open iManage Drive on the last screen to access the the mapped folder and perform the file activities described in the Working with files in your local drive: Key use cases section. Alternatively, navigate to the mapped folder manually or select the Open Drive Folder icon in the iManage Drive application.

The following figure displays the mapped folder added to your Favourites (top of the Sidebar) and the contents within one of the workspaces (Matters) that was selected for syncing.

Figure: Workspaces and the content in the mapped folder

A cloud icon is displayed for workspaces, folders, and files to indicate that the content is available only in the online mode, as only the metadata and not the actual files are synced to your Mac. Files in the folders are available in your mapped folder when you double-click to open them or right-click and select Download (always keep on this device). For more information, see Using the right-click menu options.

The icon is displayed for the My Matters and Recent Matters folders that are created in the mapped drive by default when you connect to an iManage Work Server. You can double-click any workspace with the icon, and then double-click when you need to work on the files in the workspace. For more information, see Accessing your My Matters and Recent Matters.

Checked out files

The following overlay icons indicate files checked out by you or another user using iManage Work, iManage Drive, or any other iManage/integrated application:

• : Stub for checked-out file.

• : Checked out file downloaded to your mapped folder.

The icon changes to when you select Download (always keep on this device) and changes again to when you select Access online only. Though all checked-out files have either of the lock icons, the files checked out by other users open in Read Only mode and you can save them as a copy to the same folder or another location in your mapped drive and iManage Drive syncs them to iManage Work. This feature reduces the chances of conflicts arising in scenarios where two users edit a document simultaneously and when a document is already checked out by another user. For more information, see Conflict Resolution.

Conflicts

The icon is displayed in your mapped folder for workspaces and files that are not getting synced or have a conflict. The following text describes scenarios where you will see this icon and provides information about how to resolve the sync issues:

• Workspaces created in mapped folder and the content added to them: Creation of workspaces locally is not allowed. Any folder created in the iManage Drive root directory and the content users add to it does not get synced. Users must manually delete these folders.

• Files with conflicts: Users can resolve file conflicts using Notifications > Resolve Conflict. For more information, see Conflict Resolution.

As you can see, the content within the workspaces in the mapped folder on your Mac is identical to that in iManage Work.

Figure: Contents in the folder in iManage Work

If you add (paste, download, or drag) or modify the files in your mapped folder, the same changes are reflected in iManage Work. Similarly, changes that other users make to the files in iManage Work are mirrored in the files in your mapped folder.

If you rename a folder or file in your mapped folder, iManage Drive syncs the changes and the same are reflected in iManage Work.

Creation, deletion, and renaming of workspaces

• Workspaces can be created only in iManage Work and not in your mapped folder.

• Workspaces cannot be renamed from your mapped folder and an error message is displayed if you try to rename them.

• Deletion of workspaces is not possible from your mapped folder. If you try to delete a workspace, it is added back and all the synced content in it is removed from your mapped folder. To delete workspaces, use the iManage Work web client.

• If you try to delete folders when the Allow folder deletion option is disabled, a notification appears stating that folder deletion is not enabled. The folder is restored and another notification follows stating that the folder is restored.

Offline behavior

• Only the files that you have downloaded are available offline in your mapped folder. If you select the Download (always keep on this device) option for a file while offline, the sync icon is displayed for file and it is downloaded when iManage Drive connects to internet the next time and syncs content. If you try to open a file that is not downloaded to your drive, an error message is displayed.

• The application icon in the taskbar turns white indicating that internet is unavailable .