Quick setup post-installation

  1. After you have run the iManage Drive installer, select the iManage Drive shortcut on your desktop. The wizard to set up the application appears. The iManage Driveimages/download/thumbnails/163629818/Offline-White.png icon appears in the Windows task bar to indicate that no iManage account is available currently.

  2. Select Set up iManage Drive.
    Figure: Quick setup wizard
    images/download/attachments/163629818/QuickSetupWizard.png

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

    NOTE:

    If your administrator has pre-configured the set up, the Choose iManage Work URL field appears with one or more iManage Work URLs pre-populated . For more information, see the extra_hosts option in Configuring user settings.

    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.

  4. 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) Choose 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 images/download/thumbnails/163629818/RemoveMatter.png .

    NOTE:

    • 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, iManage recommends that each workspace must contain no more than 10,000 folders.

  5. The I want to select which folders to sync option is enabled by default. Select Continue and select the folders to sync. For more information, refer to the Selecting the folders to sync section in iManage Drive User Guide.
    (Optional) Clear the I want to select which folders to sync option if you do not want wish to select the folders for syncing.

  6. After you have 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 task bar starts turning blue images/download/thumbnails/163629818/Syncing_-_Blue.png to indicate the progress of the sync activity. Additionally, pop-up notifications appear in the lower-right corner of the screen when the sync starts and ends.

  7. The wizard notifies you when all workspaces are synced. Select Open iManage Drive to open the local drive where the workspaces are synced or select the iManage Driveimages/download/thumbnails/163629818/Online.png icon in the task bar to change preferences or modify application settings (refer to the Modifying account settings and preferences section in iManage Drive User Guide).