Application installation

After running the application installer successfully and quitting the installer wizard, verify that the:

iManage Agent menulet appears in the Mac menu bar
iManage Agent icon is added to the dock

NOTE:

From iManage Work Desktop for Mac 10.2.3 onwards, the iManage Agent shortcut is not added to the desktop after installation. If you upgrade from version earlier than this, the shortcut is removed from the desktop after the upgrade.

Connection to iManage Work

Select iManage Agent menulet in the menu bar and then select Open iManage Work. Verify that you are logged in with the correct credentials and can view the landing page.

Application integration

Right-click any integrated application file and verify that you see the Upload to iManage Work option.

NOTE:

For macOS Monterey, the Upload to iManage Work context menu option is now available when users right-click a folder, file, or email on their Mac and select Quick Actions.
Open the Services menu of any integrated application and verify that it displays iManage options.