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, 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

  • Downloaded <current version>

  • Viewed <current version>

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:

  • Downloaded <current version>

  • Offline Download <current version>

Viewed version 1

Open

Open but no modification (file not already downloaded)

  • Downloaded version 1

  • Viewed version 1

  • Downloaded version 1

  • Viewed version 1

Open but no modification (file already downloaded)

Downloaded version 1

Viewed version 1

Open, modify, and close

Replace Original check-in option selected

  • Viewed <current version>

  • Checked out <current version>

  • Checked in <current version>

  • Modified in <current version>

  • Checked out <current version>

  • Viewed <current version>

  • Released <current version>

New Version check-in option selected

  • Viewed <current version>

  • Checked out <current version>

  • Sychronized <current version>

  • Created new <current version+1>

  • Released <previous version>

  • Viewed <previous version>

  • Released <latest version>

Resolve conflict

Resolve conflict using the Replace you file with file from iManage option

  • Viewed <current version>

  • Downloaded <current version+1>/Offline Download <current version+1>

  • Viewed <current version+1>

Resolve conflict using the Save your file as a new version option

  • Created new <current version+1> using iManage Drive
    Conflict resolved

  • Released <previous version>

  • Downloaded <latest current version>

  • Released <latest version>

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
Conflict resolved

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:

  • Downloaded <current version> 

  • Offline Download <current version>

(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

  • Created version 1

  • Checked out version 1

  • Released version 1

Right-click and create new file

Created version 1

Copy from outside and paste into iManage Drive

  • Keyboard shortcuts

  • Right-click and paste

  • Drag into iManage Drive from external location

Created version 1

Cut from outside and paste into iManage Drive

  • Keyboard shortcuts

  • Right-click options

Created version 1

Create PDF

  • Save file as PDF

  • Convert to PDF using third-party tool

Created version 1

Move between folders in iManage Drive

Cut and paste using:

  • Keyboard shortcuts

  • Right-click options

  • Removed <current version> from folder

  • Changed profile of <current version>


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.

  • Removed <current version> from folder

  • Changed profile of <current version>

  • Removed <current version> from folder

  • Changed profile of <current version>

Copy within iManage Drive

Copy and paste using:

  • Keyboard shortcuts

  • Right-click options

  • Viewed <current version>
    This entry is for the document that is copied.

  • Created version 1
    This entry is for the document that is created because of the paste action.

Created version 1

Ctrl + Drag-and-drop

  • Viewed <current version>
    This entry is for the document that is copied.

  • Created version 1
    This entry is for the document that is created because of the paste action.

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.

  • Downloaded <current version>

  • Viewed <current version>

(These entries are displayed for all files that are zipped)

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:

  • Keyboard shortcuts

  • Right-click options

Viewed <current version>

Drag-and-drop

Viewed <current version>

View 

Preview Pane in Windows:

  • Drive directory

  • Recent documents

Viewed <current version>

Delete

  • Right-click option

  • Keyboard

  • Drag-and-drop to recycle bin

Deleted <current version>

NOTE: To view this entry, you have to restore the file from Trash in iManage Work in which case the Restored <current version> entry would also appear.

Rename

  • Right-click option

  • Clicking on file name

Changed profile <current version>

Print

  • Right-click option

  • Backstage Print option in Microsoft Office

  • Keyboard shortcut

  • Print to PDF

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.

Email 

  • Right-click option

  • Attach from Microsoft Outlook email

  • Drag-and-drop into an email you are composing

  • Copy and paste using keyboard shortcuts

  • Backstage Share option in Microsoft Office

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