Appendix A: Timeline entries for file actions using iManage Drive
NOTE:
- Timeline entries for offline actions are added after syncing occurs when online, but if multiple actions are performed on the same file then only the last action is recorded as a single event. The timestamp is always when iManage Drive is back online.
- If you try to perform an action on a file that is a stub (not yet downloaded to iManage Drive), the file is downloaded automatically and an entry for the download is also displayed in the Timeline.
- The Timeline entries mentioned here could vary slightly depending on the iManage Work Server version and whether the server is on-premises or cloud.
- Copying and pasting, moving, or deleting an entire folder leads to similar audit entries being displayed for every file in the folder.
- Depending on the version of the iManage Work Server that you are connected to, the Downloaded or Offline Download entry may appear each time you directly download a file or when it is downloaded automatically when you open or perform other actions on the file stub.
Table: Entries in Timeline for file actions using iManage Drive
File action | Activity details | Timeline entries | |
---|---|---|---|
iManage Drive with iManage Work Desktop for Windows | iManage Drive (Standalone) | ||
Download | Download that happens when a file is opened from iManage Drive |
| Viewed version 1 |
Download (always keep on this device) right-click option NOTE: This option is available for on-premises server only. | Depending on the server version, you will see either of the following entries:
| Viewed version 1 | |
Open | Open but no modification (file not already downloaded) |
|
|
Open but no modification (file already downloaded) | Downloaded version 1 | Viewed version 1 | |
Open, modify, and close | Replace Original check-in option selected |
| |
New Version check-in option selected |
| ||
Resolve conflict | Resolve conflict using the Replace you file with file from iManage option |
| |
Resolve conflict using the Save your file as a new version option |
| ||
Resolve conflict using the Save your file as a new document option | Timeline entry for the new document created to resolve conflict: Created version 1 using iManage Drive | ||
Container download (available for on-premises server only) | Right-click a container in iManage Drive and select Download | Depending on the iManage Work Server version, you will see either of the following entries:
(This entry is displayed for all downloaded files in the container) | |
Create | Drag-and-drop a file into the mapped folder | Created version 1 | |
Backstage Save As option in Microsoft Office |
| ||
Right-click and create new file | Created version 1 | ||
Copy from outside and paste into iManage Drive |
| Created version 1 | |
Cut from outside and paste into iManage Drive |
| Created version 1 | |
Create PDF |
| Created version 1 | |
Move between folders in iManage Drive | Cut and paste using:
|
| |
Drag-and-drop file from one folder to another in iManage Drive | |||
Undo Move | Undo the file move action that was performed using keyboard shortcuts, right-click actions, or drag-and-drop. |
| |
Copy within iManage Drive | Copy and paste using:
|
| Created version 1 |
Ctrl + Drag-and-drop |
| Created version 1 | |
Send to zipped folder | Zip files that are not downloaded to iManage Drive are automatically downloaded when you try to zip them. |
| |
Zip files that are already downloaded | Viewed <current version> (This entry is displayed for all files that are zipped) | ||
Copy outside iManage Drive | Right-click and Send to Documents | Viewed <current version> | |
Copy and paste using:
| Viewed <current version> | ||
Drag-and-drop | Viewed <current version> | ||
AirDrop | Drag-and-drop files from the iManage Drive mapped folder to an external device connected using AirDrop. |
| |
Delete |
| Deleted <current version> | |
Rename |
| Changed profile <current version> | |
| Viewed <current version> NOTE: Only view entry is displayed for the various print activities as audit support for print actions is yet to be implemented. | ||
| Viewed <current version> NOTE: Only view entry is displayed for the various email activities as audit support for email actions is yet to be implemented. | ||
Document Change Log | Copy Document | Created version 1 | |
Restore Document | Created version 1 |