By default, only the metadata for all the folders and files in the synced workspaces (indicated in iManage Drive by the icon) is available on your local drive. For more information, see Accessing iManage files using your local drive.

To work with the files while you travel and have no access to internet, you can download the files to your local drive when you are online. If you no longer need to modify the files and the files are synced to iManage Work, you can free up disk space by removing them from your local drive using the Access Online Only right-click menu option.

The following context menu options are available when you right-click a workspace, folder, or file in iManage Drive:

NOTE:

For the My Matters and Recent Matters folders in your mapped drive, only the Refresh right-click option is available. For more information, see Accessing your My Matters and Recent Matters.


  • Preview in iManage Work (for files)/Open in iManage Work (for workspaces and folders): Select this option to open a workspace, folder, or file in iManage Work. If prompted, enter your iManage Work sign in credentials.

  • Download (always keep on this device): For files with the cloud  icon, select this option to download them to your local drive and make them available offline. Alternatively, double-click the files to open them for viewing and download them to your local drive. A file in your local drive is checked out from iManage Work when you edit it and save the changes.

    NOTE:

    The Download (always keep on this device) option when you right-click workspaces and folders, enables you to make content available in bulk for offline access. For more information, see Making content available for offline use.

  • Access Online Only: To free disk space and if you do not need to access the file offline, select this option to make the downloaded file available only when you are online. The green checkmark icon changes to the cloud icon.
    The following figure displays files with the cloud icon and green checkmark icon. The files that display the cloud icon can be accessed in iManage Work and are available only when you are online. The files with green checkmark icon are downloaded to your local drive and you can work with them even when you are offline.

  • Upload new version: Use this option to select any file from your local folder or desktop and when iManage Drive syncs, a new version is created and uploaded to iManage Work and the latest file is available in the mapped folder. The new file can have the same format as the current version or be in another format. An audit entry appears in the Timeline stating that a new version was created using iManage Drive. This option is:

    • unavailable for files declared as record or for checked out files. 
    • not supported for emails.
  • Copy link: Select this option to copy the link to iManage Work content that you can share with users in your organization through emails or any communication channel. When the recipients select the iManage link, the content opens in iManage Work.  

The following figure displays files with the cloud icon and green checkmark icon. The files that display the cloud icon can be accessed in iManage Work and are available only when you are online. The files with green checkmark icon are downloaded to your local drive and you can work with them even when you are offline.

Figure: Files available online and offline