Adding the iManage Tracker option to the toolbar

If you configure it, the iManage Tracker toolbar option is visible to users when they are in the folder/subfolder and matter view in iManage Work.

Figure: Toolbar option for matter view (highlighted in red)

images/download/attachments/150672403/Toolbar_MatterView.png

To add the iManage Tracker toolbar option:

  1. Sign in to iManage Control Center.

  2. In the left navigation panel under Work Clients, select Web Client.

  3. Select Toolbars.

  4. Hover the mouse pointer over the options for Folders and select images/download/thumbnails/150672403/CC_EditToolbar.bmp .

    Figure: Toolbars in iManage Work

    images/download/attachments/150672403/CC_Toolbars.png



  5. Drag iManage Tracker before the images/download/thumbnails/150672403/KebabIcon.png menu, and then select Save.

    Figure: Toolbar options
    images/download/attachments/150672403/CC_ToolbarOptions.png

  6. Repeat steps 4 and 5 for Matters.

NOTE:

After you configure this setting, all users in the organization must sign out of iManage Work and sign in again to ensure the iManage Tracker toolbar option is visible when they are in the folder/subfolder and matter view.

The following animated GIF shows the process mentioned in this section.

Figure: Adding iManage Tracker option to toolbar

images/download/attachments/150672403/04_AddTrackerOption.gif