1. After you've run the iManage Drive installer, search for iManage Drive using the search box and then launch iManage Drive. The wizard to set up the application opens. The iManage Drive Offline-White.png icon appears in the Windows taskbar to indicate that no iManage account is currently available.

  2. Select Set up iManage Drive.

    QuickSetupWizard.png

  3. In the Enter iManage Work URL field, enter the URL to iManage Work and select Continue. 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.

NOTE: If your administrator has preconfigured the setup, the Choose iManage Work URL field appears with one or more iManage Work URLs pre-populated. For more information, refer to the work_server_urls option in Configuring user settings.

  1. 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) Select other workspaces for syncing from My Matters or search for them using the Find Matters search box.
    (Optional) To remove a workspace from the Selected Matters pane, select .

NOTES:

  • iManage Drive limits the number of workspaces that users can sync to 20. The recommended number of documents that can be synced is up to 100,000 documents.

  • For efficient handling and syncing of content, we recommend that each workspace must contain no more than 10,000 folders.

  1. Select Continue and select the folders to sync. For more information, refer to the Selecting the folders to sync section in iManage Drive Documentation.
    (Optional)The I want to select which folders to sync option is enabled by default. If you don't want to select the folders for syncing, clear the I want to select which folders to sync option.

  2. After you've selected all workspaces/folders that you want to sync to your local drive, select Sync.
    A message is displayed in the wizard asking you to wait while the content from the selected workspaces is synced to your local drive and the iManage Drive icon in the taskbar starts turning blue Syncing - Blue.png to indicate the progress of the sync activity. Additionally, pop-up notifications are displayed in the lower-right corner of the screen when the sync starts and ends. The wizard notifies you when all workspaces are synced.

  3. Select Open iManage Drive to open the local drive where the workspaces are synced, or select the iManage Drive Online.png icon in the taskbar to change preferences or modify application settings (refer to the Modifying account settings and preferences section in iManage Drive Documentation).