Quick setup post-installation

After you have run the iManage Drive installer, select the iManage Drive menulet in your Mac menu bar . The menulet appears white to indicate that no iManage account is available currently.
The wizard to set up the application appears.
Select Set up iManage Drive.

Figure: Quick setup wizard
In the Enter iManage Work URL field, enter the URL to iManage Work and select Continue.

NOTE:

If your administrator has pre-configured the set up, the Choose iManage Work URL field appears with one or more iManage Work URLs pre-populated for this field . For more information, see the extra_hosts option in Configuring user settings.

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.
Hover the mouse pointer 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 .

NOTE:

iManage Drive limits the number of the workspaces that users can sync to 50. The recommended number of documents that can be synced is up to 100,000 documents.
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 the Selecting the folders to sync section in iManage Drive for Mac User Guide.
(Optional) Clear the I want to select which folders to sync option if you do not wish to select the folders for syncing.
After you have 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 the mapped folder on your Mac and the iManage Drive menulet in the Mac menu bar starts turning blue to indicate the progress of the sync activity. Additionally, notifications appear in the upper-right corner of the screen when the sync starts and ends for each workspace.
The wizard notifies you when all workspaces are synced. Select Open iManage Drive to open the mapped folder on your Mac where the workspaces are synced or select the iManage Drive menulet in the Mac menu bar to change preferences or modify application settings (refer to the Modifying account settings and preferences section in iManage Drive for Mac User Guide).