Search now available in iManage Drive

You can now search for a document or documents stored within a synced workspace from iManage Drive. Select (search icon) in iManage Drive to open the Search window within the application and search for documents by either using a keyword, document title, author/operator preceded by the @ symbol, or document number preceded by the # symbol. For more information about this feature, refer Searching for documents in iManage Drive section.

Access user help from iManage Drive

You can now access iManage Drive user help available at docs.imanage.com from iManage Drive. Select and then select Help to access the latest help files available at docs.imanage.com.

Enable Preview option added to iManage Drive

You can now preview documents in Windows Explorer by using the Enable Preview option. To preview documents, select Preview pane in View tab, right-click any document in your iManage Drive directory, and then select Enable Preview.

Allow or deny access to iManage Drive

Your administrator can now determine which applications can access and open the files in iManage Drive. This feature enables administrators to deny certain applications from accessing your content in iManage Drive. Administrators can also take a more conservative approach, if required and only grant select applications the rights to access your iManage Drive content. For more information about this feature, consult your administrator.

iManage Drive available in Windows Explorer sidebar

You can now access iManage Drive in your Microsoft Windows Explorer sidebar as shown in the following image. By default, this option is disabled and you can continue to access iManage Work content in M:/. However, if you want to see and access iManage Drive from Windows sidebar, contact your administrator.

Prompt for confirming file and folder changes

iManage Drive now prompts you before bulk actions, for example—bulk deletes are synced to the server. The application prompts you to confirm file and folder changes such as, delete, create, update, and rename before syncing them to iManage Work.

Your administrator can configure the number of changes or deletions that need to occur for the application to display the sync confirmation dialog box; the default value is 10. You can change this by using the Preferences > Notifications tab. For more information, see the Confirming file and folder changes section.

Managing file sync issues

To ensure that the changes are not lost for files in your iManage Drive working directory that do not get synced to the server due to permission or other issues, the sync issues dialog box is displayed to enable you to:

• copy the files to a desired location

• ignore some or all files listed

• right-click individual files, and select the desired action from the context menu displayed.

For more information, see the Managing file sync issues section.

UI messaging enhancements: Workspace and folder actions

When you perform a delete, copy, create, rename or move action that iManage Drive blocks, the application displays messages to communicate why the action was not allowed. This helps you to avoid repeating the prohibited action, change settings as applicable to enable the action, or request for the required permissions. Some scenarios where these messages appear are:

• Copying a folder outside iManage Drive when the allow_folder_copy_outside_drive setting is disabled.

• Trying to move a folder outside iManage Drive.

• Renaming and deleting folders without the required level of permission to do so.

• Copying and moving folders to other folders without the required level of permission for the parent folders.

• Performing prohibited tasks such as trying to delete or move a folder when offline, moving folders across workspaces, and performing folder operations at the level where all workspaces are located, and in the My Matters and Recent Matters folders.

• Trying to delete folders when folder deletion is not enabled in the application Preferences.

Access My Matters and Recent Matters folders from your mapped folder

• iManage Drive lists your My Matters and Recent Matters folders in your mapped folder.

• If you are an iManage FileShare user, migrating to iManage Drive is seamless without any change to your user behavior.

View workspace syncing progress in iManage Drive panel

Wondering when syncing would be done for the various workspaces that you selected? The iManage Drive panel displays 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.

All the workspaces you have selected to sync are listed in the queue and will sync in the listed order.

Upload new file versions using right-click option

Right-click a file in your mapped folder and use the Upload new version option to select any file from your local folder or desktop to create a new version. The new file can have the same format as the current version or be in another format. For example, you work on the annual financial statement of your organization that is in Microsoft Word format and then upload the finalized version as a PDF using your mapped folder.

When iManage Drive syncs, this file is uploaded to iManage Work and replaces the previous version in the mapped folder.

NOTE: This option is unavailable for files declared as record or for checked out file, and not supported for emails.

Language support

Use iManage Drive in your native/preferred language! The application is now available in the same languages, which iManage Work supports, that is:

• English (US)

• French (France)

• German (Germany)

• Portuguese (Brazilian)

• Spanish (Spain)

• Chinese (China)

• Japanese (Japan)

Support for custom captions

iManage Drive now supports custom captions in iManage Work to change the user interface (UI) labels in iManage Drive such as Matters, My Work, Documents, and so on. For example, if your iManage Work administrator chooses to name Matters as Workspaces; the same will reflect in iManage Drive UI. Since the labels are translated into language sets for each of the supported languages, they are displayed in the selected language when you use iManage Drive to sign in to iManage Work.

iManage Drive available for macOS

iManage Drive for Mac 10.4.1 General Availability (GA) release ensures that you can now access and update iManage Work content using your Mac. The application runs on macOS Catalina 10.15.6 or Big Sur and enables you to access iManage content quickly from your Finder window and the iManage Drive menulet in your Mac menu bar.

Ability to share iManage links

Right-click any content (matters, files, and folders) in your mapped drive that you want to share with other iManage Work users, select Copy link, and paste it in an email or any communication channel you use. When the receiver selects the link, the content opens in the iManage Work.

Select folders to sync

You can selectively sync only the folders that you need within a workspace and choose not to sync email and other rarely used folders to your mapped drive. This reduces the amount of content synced locally and keeps the metadata in iManage Drive focused on what is relevant to you. Selective syncing also improves the sync performance. The I want to select which folders to sync option is enabled by default on the matter selection screen and folder selection screen lists all folders and subfolders for the selected workspaces. You can select the desired ones for syncing.

Beta installer for Mac

Install and test the iManage Drive for Mac installer before its general release using the beta version of the installer that is available now. Select workspaces from iManage Work, sync them to your Mac and work with the files in these workspaces using your Mac anytime and anywhere. If you are interested in participating in the Drive for Mac beta, contact your account executives.