Syncing and unlinking workspaces

Besides the Select Matters to Sync dialog box, you can now sync and unlink workspaces using the Matters tab in the iManage Drive panel. Select images/download/thumbnails/125075195/KebabMenuDocsEmails.png for a matter on the Synced Matters, Recent Matters, or My Matters tab, and then select Sync to Local Drive or Unlink. The following activities occur:

  • Syncing begins and updates about the stages in the sync process are displayed in a sequence of 13 steps. This ensures that you get constant updates about the sync progress, especially for matters with a large number of folders and documents that may take some time to get synced.

  • While one workspace is being synced, the others are queued and the sync for the next workspace begins when the first sync job ends. Unlinking of workspaces happens after all sync jobs are complete.

  • If you unlink a workspace with one or more files open, iManage Drive will continue to try and unlink until successful; the unlinking occurs only when you close all these files. These open files, which could not be synced due to workspace unlink, are added to Document Change Log to avoid possible data loss. Right-click and select Restore to ensure that the changes, which you saved after choosing to unlink the workspace, are synced to your mapped drive and subsequently iManage Work.

NOTE:

Every time you sync, unlink workspaces, or modify the folders to be synced using the Select Matters to Sync dialog box, the iManage Drive panel opens with the Synced Matters tab displaying the progress of the activity. You can enable or disable these pop-up notifications using Preferences > Notifications and selecting or clearing the check boxes for the Matter notifications and Panel popup notifications options.

Figure: Workspaces synced and unlinked from panel
images/download/attachments/125075195/SyncUnlink_WinPanels.png