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 the Upload to iManage Work option is displayed.

NOTE: For macOS Ventura and macOS Sonoma, 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. To turn on this option, right-click a folder, file, or email on your Mac and select Quick Actions > Customise and select the Upload to iManage Work check box.

  • Open the Services menu of any integrated application and verify that it displays iManage options.