You can edit the imWorkOptions.xml file to customize the user experience of the iManage Work integration with Microsoft Word, Excel, PowerPoint, Visio, and MS Project. For example, you can customize the iManage Work dialog boxes, the footer format of iManage Work files created using Microsoft Word, iManage Work file caption format, and so on.

You can use the following keys and options for customization:

Option

Description

General Options

iwAdditionalHelpLanguages

Specifies other languages for which help is available, other than the base set of languages.

Default value: Empty

Example:
<key name="iwAdditionalHelpLanguages" value="zh"/>

IntegratedProcesses

Specifies other third-party applications that should be treated as integrated applications.

Example:

<key name="IntegratedProcesses" value="NuancePDF"/>

iManage.Import.DocClass

Specifies the default document class when saving files to iManage Work as a new document.

Default value: DOC

Example:

<key name="iManage.Import.DocClass" value="DOC"/>

If the default document class is left blank, that is, the value string is empty, a blank Class field in the iManage Save dialog box and users are prompted to enter a document class when saving documents.

NOTE:

  • This option is applicable only for saving new documents not for new versions.
  • The default doc class and default email class are no longer read from the default classes configured for the server. These two values will be read only from the imWorkOptions.xml file. 
  • If the iManage.Import.DocClass and iManage.Import.EmailClass options are missing in the file, "DOC" is used as the default document class and "E-MAIL" is used as the default email class.

iManage.Import.EmailClass

Specifies the default email class when saving emails to iManage Work as a new document or new version.

Default value: Email

Example:

<key name="iManage.Import.EmailClass" value="E-Mail"/>

iManage.Import.EmailSubClass

Specifies the default email class subclass when saving emails to iManage Work Desktop for Windows as new documents or new versions.

The default values for class is "E-Mail" and subclass is ""

Example:

<key name="iManage.Import.EmailClass" value="E-Mail"/>
<key name="iManage.Import.EmailSubClass" value=""/>

NOTE:

  • If no default email class is specified, any default subclass specified will be ignored.
  • If a class and subclass are specified in the folder profile, these values are inherited from the folder profile.
  • If no class or a subclass is specified in the folder profile, then the default class and subclass from the imWorkOptions.xml file is applied.

FileSave

Used to map the Microsoft Office's File->Save (idMso) command to a predefined iManage Work command ID—for example, "iManage.WorkSiteSavenSync". By mapping to the "iManage.WorkSiteSavenSync" command, you can save edits to iManage Work when the File->Save operation is performed.

Default value: Empty

Example:

<key name="FileSave" value="iManage.WorkSiteSavenSync"/>

NOTE:

  • This setting is applicable to all environments including Citrix environments, and is used to commit changes to Document Management Systems (DMS) on document save. 
  • By mapping to the existing iManage.WorkSiteSavenSync ribbon ID, edits can be saved to iManage Work when the File > Save operation is performed.

ValidateCheckoutLocation

Used to validate the checked out file's location against the logged in user's current machine.

Default value: Y

If this value is set as N, only the file's checkout path is validated during check-in.

Example:

<key name="ValidateCheckoutLocation" value="Y"/>

NOTE: For users using a multi-user environment like Citrix, the value should be set to N.

iwOnlyKeepLatestVersionatLocal

Ensures that only one version of the file is kept in the "Recent" directory. By default, whenever you save the document as a new version, the previous version of the document will be deleted from your local directory. Valid values: "Y" or "N"; "true" or "false".

Default value: Y

Example:

<key name="iwOnlyKeepLatestVersionatLocal" value="Y"/>

footer

Includes the following keys:

  • iwFooterFormat: Specifies the format of the document footer. It uses the members of the WSProfileAttributeID enumeration, with "{" and "}" around them.
  • AutoInsert: Specifies whether you want to automatically insert the iManage document profile information into the footer. The auto insert operation is triggered when a new version or a new copy of the document is saved to iManage Work.
  • FontName: Name of the font to use for the footer. 
  • FontSize: Font size of the footer. 
  • Alignment: Alignment to apply to the footer. Possible values are Right, Left, Center, and Justify. 

Default value: As specified in the example

Example:

<ws_option name="footer">
<key name="iwFooterFormat" value="#{imProfileDocNum}v{imProfileVersion}  < {imProfileDatabase} > - {imProfileDescription}" />
<key name="AutoInsert" value="N"/>
<key name="FontName" value=""/>
<key name="FontSize" value=""/>
<key name="Alignment" value=""/>
</ws_option>

To ensure that the footer is inserted automatically a document is saved to iManage Work, set the value of the AutoInsert key to Y.  If the automatic insertion of footers feature is enabled, the iManage footer replaces any existing custom footer in documents.

NOTE:

  • The iwFooterFormat key has been moved from the common section to the footer section. Uncomment the footer section to enable the settings included in it.
  • An advanced footer integration can be achieved by writing your own custom Microsoft Office plugin, for example, to allow merging of the iManage footer with your existing custom footers. For more information refer to the Plugins for iManage Work Desktop for Windows section in iManage Work Desktop for Windows SDK Guide 10.1.1.
  • For the list of the members of the WSProfileAttributeID enumeration that is used in the iwFooterFormat key and the other keys mentioned in the following text, see Appendix C.

iwFileCaptionFormat

Specifies the document caption format in the Microsoft Office applications: Word, Excel, and PowerPoint. The value can be combined with other text or characters. It uses the members of the WSProfileAttributeID enumeration, with "{" and "}" around them.

Default value: #{imProfileDocNum}v{imProfileVersion}<{imProfileDatabase}> - {imProfileDescription}

Example:

<key name="iwFileCaptionFormat" value="#{imProfileDocNum}v{imProfileVersion}<{imProfileDatabase}> - {imProfileDescription}" />

iwFileNameSizeFormat

Formats the file name and size information when sending emails using the MailTemplate.oft file. It uses the members of the WSProfileAttributeID enumeration, with "{" and "}" around them.

Default value: {imProfileDescription}.{imProfileExtension} ({imProfileSize})

Example:

<key name="iwFileNameSizeFormat" value="{imProfileDescription}.{imProfileExtension} ({imProfileSize})" />

iwAttachmentFileNameFormat

Formats the file name information when sending it as an email attachment.

Default value: {imProfileDescription}({imProfileDocNum}.{imProfileVersion}.{imProfileExtension})

Example:

<key name="iwAttachmentFileNameFormat" value="{imProfileDescription}({imProfileDatabase}.{imProfileDocNum}.{imProfileVersion}.{imProfileExtension})" />

iwPurgeRecentAgeThreshold

Whenever you open a file from iManage Work using the iManage Work Desktop for Windows application, a copy of the file is downloaded to the %AppData%\Roaming\iManage\Work\Recent folder. Unless deleted manually, the files remained in the folder. To prevent files from accumulating and unnecessarily increasing hard disk space usage and to prevent the risk of accidentally deleting files that were taken offline, the Purge feature automatically removes files that are older than a configurable number of days from the Recent folder.

Default value: As specified in the example

Minimum value: 1

<key name="iwPurgeRecentAgeThreshold" value ="30"/>

NOTE:

  • System or hidden files, such as, .ini, .prf, and .cmt are not purged.
  • iManage files that are checked out, modified offline, or newly created offline are excluded.
  • Purged files are moved to the local recycle bin instead of being permanently deleted.

iwAllowIWLCallsFromSpecifiedBrowsers

This option can be used to control which web browsers are allowed to make direct iwl:// calls. Microsoft Edge is enabled by default. This is for the integration between the browser and the iManage Work Desktop for Windows to function. Other browsers do not require this support and hence are disabled by default. Disabling this functionality when not required is advised for security reasons.  

This is a comma delimited list of browser names.  Possible names are: edge, firefox, chrome, i explore, and opera.

Default value: edge

Example:

<key name="iwAllowIWLCallsFromSpecifiedBrowsers" value ="edge"/>

iwLegacyFilePostConvertionAction


This option saves the Microsoft Office documents converted from legacy formats to the latest file formats to the iManage Work Server and replaces the legacy document with the latest format automatically.

This option is enabled by default and can be disabled by setting the value to -1.

Default value:0

Example:

<key name="iwLegacyFilePostConvertionAction" value ="0"/>

NOTE: If this option is disabled, the converted file format will not be uploaded to the server and the changes will exist only locally. If the file is not saved to the server, the file in the Recent directory can get corrupted even if the same user tries to download the file again.

iwSaveAttachmentAsNewVersion.SelectAllFilterByDefault 

This option ensures that all supported files formats are shown by default in the dialog box used when saving a document. If not specified, the default behavior is to filter the document list based on the extension of the selected attachment.

Default value: N

Example:

<key name="iwSaveAttachmentAsNewVersion.SelectAllFilterByDefault" value="N"/>

iwSaveAsNewVersionInAcrobat.SelectAllFilterByDefault

This option ensures that all supported file formats are shown by default in the Select a File dialog box when saving a PDF file as a new version. 

Default value: N

Example:

<key name="iwSaveAsNewVersionInAcrobat.SelectAllFilterByDefault" value="N"/>

iwCopyCommentsFromPreviousVersion

Ensures version comments are copied over from previous version when a new version is created using Microsoft Office applications. 

  • With the value set to Y, when saving the document as a new version, the comments from the previous versions are carried over to the new version of the document. For example, when saving version 2 of the document to create version 3, all the comments from version 2 are carried over to version 3.
  • With the value set to N, when saving the document as a new version, no comments are carried over from previous versions of the document. For example, when saving version 2 to create version 3 does not carry any comments from version 2. 

When the value is Y, the comments are carried over only when users are creating a new version of the document using Microsoft Office integration. If the users are going to upload a new version using the right click context menu from iManage Work or iManage Work Panel in Microsoft Outlook, the comments are not carried over from previous version.

If users are saving new version of a document by using smart documents or by saving attachments from an email, the comments from the previous version are not carried over. This is because when using Microsoft Office integration, users are typically creating a new version of an existing document. However, when uploading a new version from web, it is a new document. Similarly, uploading Smart Attachments is a new file. Hence, the comments are not carried over from previous version. Instead, the sender information and date/time stamp are placed in the comments.

NOTE: 

  • This setting does not apply when using the Upload as New version from iManage Work or iManage Work Panel. This is because the user is uploading a new document as a new version instead of editing a previous version.
  • Also, when an email attachment is saved as a new version, the comments will continue to display the sender information—for example, Sent by Jerry Isaac jIsaac@imanage.com on 4/26/2021 2:20:43 PM.

Default value: Y

Example: 

<key name="iwCopyCommentsFromPreviousVersion" value="Y"/>

email

Keys under this option enables automatic correction of message properties for the Reply, Reply All, and Forward options in encrypted emails.

 Default value: N

 <ws_option name="email">
<key name="FixMessageOnOpen" value="N"/>
</ws_option>

backstageView

This option is available only when CacheObjects is set to "Y" and enhances the performance on loading the items shown on the backstage when performing file open and save action. It also loads the recent documents and folders in a background tasks once the server is connected.  

“AutoUpdateView” option is disabled by default and users can manually refresh the backstage view. If this option is enabled, every time a file is opened (checked-out) or closed (checked-in or unlocked), the backstage view should be updated with the latest changes.  

Example:

<ws_option name="backstageView">
<key name="CacheObjects" value="Y"/>
<key name="AutoUpdateView" value="N"/>
</ws_option>

webdownload

Includes the following keys:

  • WebDownloadFileFormat: The file downloaded locally will have its name in the following format: {imProfileDescription}.{imProfileExtension}.
  • WebDownloadVersionFormat: When multiple versions of the same document are downloaded, their name will be formatted as {imProfileDescription}(v{imProfileVersion}).{imProfileExtension}, by default.
  • WebDownloadPath: Specify a folder where the iManage files will be downloaded to. By default, the location will be the current user's Downloads directory. User can also specify a windows directory which may or may not exist locally. For example, <key name="WebDownloadPath" value = @"C:\iMAN" />. If the value is blank, that is, value = "", user will be prompted to choose a folder.
  • WebDownloadAlwaysLatest: This option's default value is "N".  If this value is set as "Y", user will not be prompted to select the latest version, and the latest version will be downloaded automatically

 Example:

 <ws_option name="webdownload">
<key name="WebDownloadFileFormat" value="{imProfileDescription}.{imProfileExtension}"/>
<key name="WebDownloadVersionFormat" value="{imProfileDescription}(v{imProfileVersion}).{imProfileExtension}"/>
<key name="WebDownloadPath" value="" />
<key name="WebDownloadAlwaysLatest" value="N"/>
</ws_option>

SaveAsPDFDefaultDisposition

Specifies the default disposition for documents that are saved as a PDF. 

The valid values are new version and new document. 

Default value: " ".

Example: 

<key name="SaveAsPDFDefaultDisposition" value=""/> 

  • If the value defined is invalid, it takes the default value that is none.
  • If the value isn't defined and the user chooses to save an existing iManage Work document as PDF, both New Version and New Document options are enabled in the Save As PDF Options dialog box and New Version is selected, by default. 
  • If the value isn't defined and the user chooses to save a new document as PDF, the New Document option is enabled and selected in the Save As PDF Options dialog box and New Version option is disabled.  
  • If the value defined is new version, and the user chooses to save a new document as PDF, the New Document option is enabled and selected by default and the New Version option is disabled. 
  • If the value defined is new version and the user chooses to save a iManage Work document, both New Document and New Version options are enabled and New Version option is selected, by default. 
  • If the value defined is new document and the user chooses to save a iManage Work document, both New Document and New Version options are enabled and New Document option is selected, by default. Also, Relate to original checkbox is selected, by default.
  • If the value defined is new document and the user chooses to save a new document, both New Document and New Version options are enabled and New Document option is selected, by default.

Outlook

This includes the following keys:

  • InsertAttachmentDocumentFilter: Configures the document filters that appear in the file selection dialog when performing an insert attachment action in Microsoft OiwSaveAsNewVersionInAcrobatutlook. Each filter is listed as a separate filter node with a name (label) and the set of document types that should be shown when selected. 

    The list of types associated with a filter are expected to be a comma-delimited list of iManage document types which should be allowed to appear when the filter is selected.

    NOTE: Dollar sign ($) and pipe symbol (|) cannot be used in filter names or type lists. These are reserved characters.
  • InsertAttachmentDocumentFilterDefaultSelection: Specifies which filter should be selected by default in the file selection dialog when performing an Insert Attachment action in Microsoft Outlook. The value is a zero-based index of the filter to select. The default value is zero (i.e., the first filter in the list).
  • MaxOutgoingAttachmentSizeInMB: This specifies the maximum attachment size in megabytes that a user should be able to attach to an outgoing email.
  • SecureSend.DefaultExpirationInDays: The default number of days before the secure send link should expire. The default is 7.
  • SecureSend.RestrictedAccessEnabledByDefault: Decides whether access to secure send links is restricted, by default. The default is Y.
  • EnableDefaultScriptDialogsInWorkPane: Enables support for javascript alerts and other default scripting dialogs in the WorkPane. The default value is N.

Example: 
<!--
<ws_option name="outlook">
<key name="InsertAttachmentDocumentFilter" value="">
<filter name="All Files (*.*)" types=""/>
<filter name="Adobe PDF Files (*.pdf)" types="ACROBAT,PDF"/>
<filter name="All Word Documents (*.docx,*.docm,*.dotx,*.dotm,*.doc,*.dot,*.htm,*.html,*.rtf,*.mht,*.mhtml,*.xml,*.odt)" types="WORDX,WORDXT,DOCX,DOCM,DOTX,DOTM,WORD,DOT,HTM,HTML,RTF,MHT,MHTML,XML,ODT"/>
</key>
<key name="InsertAttachmentDocumentFilterDefaultSelection" value="0"/>
<key name="MaxOutgoingAttachmentSizeInMB" value=""/>
<key name="SecureSend.DefaultExpirationInDays" value="7"/>
<key name="SecureSend.RestrictedAccessEnabledByDefault" value="Y"/>
<key name="EnableDefaultScriptDialogsInWorkPane" value="N"/>
</ws_option>

iwTestServerDomains

Used to identify non-production servers that have data analytics feature enabled.

Default value: ""

Example:

<key name="iwTestServerDomains" value=".test1.com"/>

iwAutologinOnAgentStartup

Enables authentication to servers without user interference when iManage Work Agent starts. 

Default value: " "

<key name="iwAutologinOnAgentStartup" value="Y"/>
<key name="iwAutologinOnAgentStartupDelayInSeconds" value="0"/>
</ws_option>

iManBlockUpdateLinkAtOpen

Enables or disables Microsoft Word and Microsoft Excel to prompt user to update links when opening a container file from iManage Work Server.

  • "Y": user does not see a prompt to update links when opening a container file using the iManage file open picker dialog.
  • "N" or "": follows Microsoft Word and Microsoft Excel default settings.

Example: 

<key name="iManBlockUpdateLinkAtOpen" value =""/>

iwLocale

Sets the locale for the iManage Work Desktop Windows in Microsoft Office and Microsoft Outlook. The value provided within the empty string overrides the configured Windows display language for Microsoft Windows.

If the strings are empty (default setting), the Windows display language language that is specified using the regional setting in the Control Panel in Microsoft Windows applies. The value can be any language that iManage Work Desktop for Windows supports.

Empty strings ("") are provided to add the locale value as desired. The value must be specified in "languagecode-country/regioncode" format, where,

  • languagecode is a lowercase two-letter code derived from ISO 639-1, and
  • country/regioncode is derived from ISO 3166 and usually consists of two uppercase letters, or a BCP-47 language tag.

Default value: " ".

Example:

To display the application in Spanish, use the following setting:

<ws_option>
<key name="iwLocale" value="es-ES"/>
</ws_option>

Similarly, to display the application in Japanese, use the following setting:

<ws_option>
<key name="iwLocale" value="ja-JP"/>
</ws_option>

NOTE:

  • The supported languages are English (en-US and en-GB), Spanish (es-ES), German (de-DE), Portuguese-Brazil (pt-PT), French-France (fr-FR), Simplified Chinese (zh-CN), Canadian-French (fr-CA), and Japanese (ja-JP)..

  • If a value specified for iwLocale is a valid locale setting, for example—Italian, but not supported by iManage Work Desktop for Windows, then the application is displayed in English.

  • If the value specified for iwLocale is not a valid locale setting, for example—foobar, then the application is displayed in the Windows display language.

Microsoft Office Backstage view keys

In the Backstage view, the document details string is displayed using the two keys as follows:

"iwBackstageFileFormatSection1" + " " + "iwBackstageFileFormatSection2"

iwBackstageFileFormatSection1

Used for displaying the first part of the document details string in the Backstage view. It uses the members of the WSProfileAttributeID enumeration, with "{" and "}" around them.

Default value: {imProfileDescription}.{imProfileExtension}

Example:

<key name="iwBackstageFileFormatSection1" value="{imProfileDescription}.{imProfileExtension}"/>

iwBackstageFileFormatSection2

Used for displaying the second part of the document details string in the Backstage view. It uses the members of the WSProfileAttributeID enumeration, with "{" and "}" around them.

Default value: | v{imProfileVersion} | #{imProfileDocNum} | {imProfileAuthor} | {imProfileEditDate} | {imProfileSize}

Example:

<key name="iwBackstageFileFormatSection2" value="| v{imProfileVersion} | #{imProfileDocNum} | {imProfileAuthor} | {imProfileEditDate} | {imProfileSize}"/>

iwFileShortcutFormat

Used for displaying the shortcut of files under My Favorites in the Backstage view; the default value will be the description only. It uses the members of the WSProfileAttributeID enumeration, with "{" and "}" around them.

Default value: {imProfileDescription}

Example:

<key name="iwFileShortcutFormat" value="{imProfileDescription}"/>

iwFileShortcutDescriptionFormat

Used for displaying a shortcut document's target information. The same string can also be found in iwAddinExtensionRes.dll. It uses the members of the WSProfileAttributeID enumeration, with "{" and "}" around them.

Default value: Shortcut to document {imProfileDocNum} in library {imProfileDatabase}

Example:

<key name="iwFileShortcutDescriptionFormat" value="Shortcut to document {imProfileDocNum} in library {imProfileDatabase}"/>

iwUseFileName4NewVersion

Sets the new document version's description field based on the local file name, instead of using the description of the existing version.

Valid values: "Y" or "N"; "true" or "false"

Default value: N

Example:

<key name="iwUseFileName4NewVersion" value ="N"/>

iManage Work Agent options

workagent

Helps in monitoring the progress of background tasks, for example, printing, check-in, checkout, and so on.

Includes the following keys:

  • CountThreshold keys: Automatically cleans up old notifications from iManage Work Agent when the specified number is reached.
  • AgeThreshold options: Automatically cleans up old notifications from iManage Work Agent after the specified number of days.
  • NonIntegratedProcesses: Includes a comma-separated list of non-integrated applications that cannot lock the file while editing.
  • RestrictOriginsToRegisteredServers: When enabled, iwl calls through localhost are accepted from the URLs for the user's registered servers. Default is "N" (no restriction).
  • AllowedOrigins: A comma-separated whitelist of additional origins (server URLs) allowed to invoke IWLs through localhost. When not configured, there are no restrictions.

  • HideAgentAutoUpdateMenu: When enabled, Auto Updates-related menu options in the Work Agent are not visible to your end-users.

    NOTE: 

    • The HideAgentAutoUpdateMenu registry setting in the following location hive is overwritten by this configuration: HKEY_CURRENT_USER\Software\iManage\Work\10.0\Client
    • The changed setting applies 1 minute after the Work Agent is restarted or 30 minutes after the option is changed in the configuration file.
  • ListeningPortRange: Range of TCP ports scanned by the iManage Work Agent to secure a free port for communication with iManage Work. 
  • AutoUpdateCheckInterval: Frequency in minutes with which the iManage Work Agent should check for auto updates in the background.
  • ThirdPartyIntegratedProcesses: List third party applications that can handle the file through iManage Work REST SDK. This allows iManage Work Desktop for Windows to recognize the application so that it can activate the REST SDK feature.
    This means once the document is checked out and is opened using a third party application, the document remains checked out when it is closed and does not get checked in automatically as the third party application takes care of the check-in. 
  • EnableAutoUpdateChannelSelection: When set to Y, the user can switch auto-update channel in iManage Work Agent update settings. Default value is Y. 

Example:

<ws_option name="workagent" applyToAll="true">
<key name="NotificationCountThreshold" value="50"/>
<key name="NotificationAgeThreshold" value="7"/>
<key name="AttentionCountThreshold" value="50"/>
<key name="AttentionAgeThreshold" value="7"/>
<key name="NonIntegratedProcesses" value="notepad"/>
<key name="RestrictOriginsToRegisteredServers" value="N"/>
<key name="AllowedOrigins" value=""/>
<key name="HideAgentAutoUpdateMenu" value="N"/>
<key name ="ListeningPortRange" value="17872-21871"/>
<key name="AutoUpdateCheckInterval" value="15"/>
<key name="ThirdPartyIntegratedProcesses" value=""/>
<key name="EnableAutoUpdateChannelSelection" value=""/>
</ws_option>

Notifications for checked-out files

iwCheckoutOverdueAgeThreshold

iManage Work Desktop for Windows reminds users that they have documents checked out that they need to check in. By default, users see iManage Agent notifications if documents are left checked out for more than six hours.

Specify the number of hours after which the user is reminded if documents remain checked out.

Default value: 6

Example:

<key name="iwCheckoutOverdueAgeThreshold" value="6"/>

NOTE: Ensure that the value is not 0. This setting can be enabled or disabled using the following key: <key name="iwUseCheckoutOverdueReminder" value="Y"/>

iwUseCheckoutOverdueReminder

Enable or disable the reminder that warns the user about the documents that remain checked out.

Valid values: "Y" or "N"

Default value: Y

Example:

<key name="iwUseCheckoutOverdueReminder" value="Y"/>

iwDocCloseReminderTimeOfDay

Specify the time of the day when the user is reminded to close the checked out documents. For example, if the user generally leaves office at 6.30 pm, change the default time to 18:30.

Valid values: hour:minute (24-hour format)

Default value: 16.30

Example:

<key name="iwDocCloseReminderTimeOfDay" value="16:30"/>

iwDocCloseReminderSnoozeDuration

Specify the duration in minutes after which the close documents reminder reappears if the user closes it.

Value range: 5-30

Default value: 10

Example:

<key name="iwDocCloseReminderSnoozeDuration" value="10"/>

iwDocCloseReminderMaxSnoozeNum

Specify the number of times the close documents reminder appears before being dismissed for the day.

Value range: 1-10

Default value: 3

Example:

<key name="iwDocCloseReminderMaxSnoozeNum" value="3"/>

iwUseDocCloseReminder

Enable or disable the reminder that warns the user to close the document that remain checked out after the specified time of the day.

Valid values: "Y" or "N"

Default value: N

Example:

<key name="iwUseDocCloseReminder" value="N"/>

Additional options

DefaultOpen

Includes a list of actions available in the iManage Work Open dialog box. You can modify them using the following keys. You can set the values of these keys to any desired string. For example, the iwAttemptOpen key can be set to "Open My Document".

Default value: As specified in the example.

Example:

<ws_option name="DefaultOpen" applyToAll="false" >
<key name="iwAttemptOpen" value="Open" />
<key name="iwAttemptOpenReadOnly" value="Open Read-Only" />
<key name="iwAttemptOpenasCopy" value="Open as Copy" />
<key name="iwAttemptOpeninProtected" value="Open in Protected View" />
</ws_option>

Default options:

After setting the iwAttemptOpen key to "Open My Document":

documentLinkCommands 

The following keys provide the default options in the iManage Work Browse dialog box to insert the selected document as a hyperlink (IWL link). The first option inserts the link to the latest version of the selected document, and the second option inserts
the link to the current version of the document. You can set the values of these keys to any desired string. For example, the "iwAttemptInsertLink2Latest" key can be set to "My Latest Document".

Default value: As specified in the example

Example:

<ws_option name="documentLinkCommands" applyToAll="false" >
<key name="iwAttemptInsertLink2Latest" value="Latest" />
<key name="iwAttemptInsertLink2ThisVersion" value="This Version" />
</ws_option> 

audit 

Determines whether or not to enable and log the audit history events related to the Print operation.

Default value: As specified in the example

Example:

<ws_option name ="audit">
<key name="EnableAuditWordPrint" value="Y"/>
<key name="EnableAuditExcelPrint" value="Y"/>
<key name="EnableAuditPowerPointPrint" value="Y"/>
<key name="EnableAuditProjectPrint" value="Y"/>
<key name="AuditWordPrintPages" value="IWEnumAuditPrintPageType.All"/>
<key name="AuditExcelPrintPages" value="IWEnumAuditPrintPageType.None"/>
<key name="AuditPowerPointPrintPages" value="IWEnumPrintType.None"/>
</ws_option>

integration 

Define the options used by iManage Work Desktop for Windows for the integration with Microsoft Office.

OpenFilters: OpenFilters are used to retrieve the files by the specific types. 

NOTE: If the value of WordDocumentOpenFilter, ExcelDocumentOpenFilter, PowerPointDocumentOpenFilter, VisioDocumentOpenFilter or ProjectDocumentOpenFilter is enabled, make sure the string would work for your current UI specific language.

PassiveMode: iManage Work Desktop for Windows supports passive integration mode with Microsoft Office. If PassiveMode setting is "Y", upon creating a new document, iManage Work Desktop for Windows will not try to take over the build-in operations unless it is an iManage file. Ribbon buttons do not need to be remapped in this mode and the functionality of the Open and Save operations remain unchanged.

Default value: N 

IntegratedProcesses: iManage Work Windows for Desktop has a hard-coded list of integrated applications like Microsoft Offce and Adobe and this option extends the list. Integrated processes are expected to check-in documents on their own when the document is closed. The value is the process names separated by comma.

Default value: empty string

InsertiManageField: If this setting is "Y", when focus is in the iManage file's header or footer, user can select a predefined profile field to be inserted into the document.

NOTE: This is no longer needed in Work Desktop for Windows 10.2.5 or later. The feature is enabled by specifying an iwFirmID.

Default value: N 

AdobeReaderIntegrated and AdobeIntegrated: From version 10.7.0 onwards, support is added to iManage Work Desktop for Windows to work in non-integrated mode with Adobe Acrobat Pro and Adobe Acrobat Reader. When users check-out PDF files from iManage Work, make necessary edits, and close files, all changes made are checked in to iManage Work. This integration helps users who run Adobe Acrobat Pro or Adobe Acrobat Reader in Protective mode on their machines to continue working seamlessly on PDF files saved to iManage Work.

You have to set AdobeIntegrated for Adobe Acrobat Pro DC (32-bit and 64-bit and AdobeReaderIntegrated for Adobe Acroabt DC Reader (32-bit only) values to N to enable non-integrated mode. 

Users can use non-integrated mode for Adobe Acrobat Pro DC (64-bit and 32-bit) and Adobe Acrobat Reader (32-bit) when iManage Work plugin is not installed in these applications. Non-integrated mode should not be enabled if iManage Work plug-in is already added and is used actively. 

ResetWordTemplatesAfterKeyboardBinding: Binding keyboard shortcuts to commands in Microsoft Word can cause the NormalTemplate dirty. Microsoft Word add-in does not save this change by default. Use this option to disable resetting the NormalTemplate's Saved status back after keyboard binding. By disabling this option, user might be prompted to save the changes in NormalTemplate when closing the application. The default value is Y (enabled). 

MonitorWordTemplates: Use MonitorWordTemplates to disable monitoring the Microsoft Word's Templates saved status on closing file or shutting down the application. The default value is Y (enabled). 

PictureDocumentOpenFilter and VisioPictureDocumentOpenFilter: Use these configurations to display all the image types when using the Picture option to insert pictures saved to iManage Work.

Example: 

     <ws_option name="integration">
      <key name="AdobeReaderIntegrated" value="Y"/>
      <key name="AdobeIntegrated" value="Y"/>
      <key name="ResetWordTemplatesAfterKeyboardBinding" value="Y" />     
      <key name="MonitorWordTemplates" value="Y" />
      <key name="PictureDocumentOpenFilter" value=""><filter name="All Picture Files (*.emf,*.wmf,*.jpg,*.jpeg,*.jfif,*.jpe,*.png,*.bmp,*.dib,*.rle,*.gif,*.emz,*.wmz,*.pcz,*.tif,*.tiff,*.eps,*.pct,*.pict,*.wpg)" types="EMF,WMF,JPG,JPEG,JFIF,JPE,PNG,BMP,DIB,RLE,GIF,EMZ,WMZ,PCZ,TIF,TIFF,EPS,PCT,PICT,WPG"/> </key>
      <key name="VisioPictureDocumentOpenFilter" value=""><filter name="All Picture Files (*.emz,*.emf,*gif,*.jpg,*.jpeg,*.png,*.svg,*svgz,*.tif,*.tiff,*bmp,*dib,*.wmf)"types="EMZ,EMF,GIF,JPG,JPEG,PNG,SVG,SVGZ,TIF,TIFF,BMP,DIB,WMF"/> </key>
    </ws_option>

iwReEnabledAddinOption

Determines the automatic re-enabling behavior for the disabled iManage add-ins for Microsoft Outlook, Word, PowerPoint, Excel, Visio, and MS Project when you launch the applications the next time.

Example:

Valid values:

0: Add-ins are automatically enabled and an iManage Work Agent notification is displayed the next time the user launches the applications.

1: Add-ins not enabled automatically and users can manually enable them as desired.

2: iManage Work Agent prompts the user to enable the add-in the next time the user launches an integrated application. If the user selects Yes, the Agent displays a notification that the add-in is enabled.

Default value: 0

Example:

<key name="iwReEnabledAddinOption" value ="0"/>

adobeconversion

Enables users to choose the Adobe convertor for saving documents as PDFs to iManage Work using the iManage > Save as PDF option in integrated Microsoft Office applications.

Valid values: "Y" or "N"

Default value: N

Example:

<ws_option name="adobeconversion" applyToAll="true">
<key name="Enabled" value="N"/>
</ws_option>

shellexecute

Enables you to reduce security vulnerability by blacklisting certain file types to prevent users from opening or printing these files using iManage Work Desktop for Windows or the iManage Work web client.

NOTE: Certain file types are already hardcoded in the application to block them from using the ShellExecute function in Windows for example, executables and JavaScript files. As a result, users cannot open or print these type of files.

Includes the following keys:

  • blacklist: Blocks the type of files in the blacklist from being shell executed. the value is a list of file extensions in the lower case separated by commas like "txt, js, exe". The default value is empty. Current default filter out list are the following:
    • bat, // Batch File
    • bin, // Binary Executable
    • cmd, // Command Script
    • com, // Command File
    • cpl, // Control Panel Extension
    • exe, // Executable
    • gadget, // Windows Gadget
    • inf, // Setup Information File
    • ins, // Internet Communication Settings
    • inx, // InstallShield Compiled Script
    • isu, // InstallShield Uninstaller Script
    • ob, // Windows Task Scheduler Job File
    • jse, // JScript Encoded File
    • lnk, // File Shortcut
    • msc, // Microsoft Common Console Document    
    • msi, // Windows Installer Package
    • msp, // Windows Installer Patch
    • mst, // Windows Installer Setup Transform File    
    • paf, // Portable Application Installer File
    • pif, // Program Information File
    • ps1, // Windows PowerShell Cmdlet
    • reg, // Registry Data File
    • rgs, // Registry Script
    • scr, // Screensaver Executable
    • sct, // Windows Scriptlet
    • shb, // Windows Document Shortcut
    • shs, // Shell Scrap Object
    • u3p, // U3 Smart Application
    • vb, // VBScript File
    • vbe, // VBScript Encoded Script
    • vbs, // VBScript File
    • vbscript, // Visual Basic Script
    • ws, // Windows Script
    • wsf, // Windows Script
    • wsh, // Windows Script Preference
  • whitelist: if whitelist is set, it only opens file types in the list. All other types will be blocked.

Default value: Empty

Example:

<ws_option name="shellexecute">
<key name="blacklist" value=""/>
<key name="whitelist" value=""/>
</ws_option>

iManageEnhancedAccessibility

Enables or disable iManage Work enhanced accessibility functions in iManage Work Desktop for Windows. For example, tab stoppable label in the message box. 

Valid values: "Y" to enable the functions, "N" or "" to disable the functions. 

Default: ""

<key name="iManageEnhancedAccessibility" value =""/>

iwResetWebView2CacheFolderOnStartup

This option resets or does not re-use iManage WebView2 cache folder.

Valid values: "Y" to enable the feature, "N" or "" to disable the feature. 

Default: ""     

<key name="iwResetWebView2CacheFolderOnStartup" value=""/>

OpenAsReadOnlyTypes

This option ensures documents with the specific matching type are opened as read-only. Users can add or remove any document types (separated by comma) which needs to be opened as read-only by using this setting.

Default value: "MIME,NOTES,GW,ZIP"

 <key name="OpenAsReadOnlyTypes" value="MIME,NOTES,GW,ZIP" />

OpenAsEditByTypes

NRL document's open in protected mode, by default. When this option is not supported by the application, the document opens in read-only, by default. When opening PDF files, users can add or remove any document types (separated by comma) that are required to be opened the documents in edit mode using this setting. 

 Default value: "ACROBAT"

<key name="OpenAsEditByTypes" value="ACROBAT" />

iManageOleLinking

Enables or disables iManage OLE linking features in Microsoft Office integration. 

Valid values: "Y" to enable the feature, "N" or "" to disable the feature. 

Default value: ""

<key name="iManageOleLinking" value =""/>

coauthoring

For more information, refer to the Customizing the User Experience in Office Applications section in iManage Work Co-Authoring Guide 10.2.

excel

Keys under this option can be used to resolve a currency format issue in Microsoft Excel. By default, the keys are not enabled.

NOTE: This workaround causes the WorkbookBeforeSave and WorkbookAfterSave events to trigger twice when you try to save the workbook using the Microsoft Excel object model.

<ws_option name="excel">
<key name="EnableEventsWhenEmbedded" value="N"/>
<key name="EnableResaveWithLocale" value="N" />
</ws_option>

Inserting document information fields (in the footer area of Microsoft Word)

iwFirmID

The value for this key is a unique identifier for that company (usually the firm ID). When enabled, it allows iManage profile fields to be manually inserted in the footer of a Microsoft Word document. The inserted fields are linked to the value specified.

NOTE: 

  • The value enables a field drop-down with the header and footer ribbon.
  • It applies only to footer in the Microsoft Word document.
  • Document properties can be inserted without replacing the existing information. For more information refer to the Inserting document information fields section in the iManage Work Desktop for Windows User Guide.
  • The property fields inserted are bound to the document metadata as it is specified in your own document management system (DMS). If your document is imported into a DMS belonging to another firm or company, your document metadata will remain in the document, and is not replaced by the document metadata of the new firm or company's DMS to which it is imported.

Valid values: English language characters. This has a character limit of 15.

<key name="iwFirmID" value=""/>


List of default fields available to add to the footer in Microsoft Word when the feature is enabled are specified below. The field names are specified in the value enclosed by curly braces.

These are available under <ws_option name="iManFields">.

  • <key name="iManage.Field.Database" value="{imProfileDatabase}"/>
  • <key name="iManage.Field.DocNum" value="{imProfileDocNum}"/>
  • <key name="iManage.Field.Version" value="{imProfileVersion}" />
  • <key name="iManage.Field.Description" value="{imProfileDescription}"/>
  • <key name="iManage.Field.Author" value="{imProfileAuthor}"/>
  • <key name="iManage.Field.Operator" value="{imProfileOperator}"/>
  • <key name="iManage.Field.Custom1" value="{imProfileCustom1}"/>
  • <key name="iManage.Field.Custom1Description" value="{imProfileCustom1Description}"/>
  • <key name="iManage.Field.Custom2" value="{imProfileCustom2}"/>
  • <key name="iManage.Field.Custom2Description" value="{imProfileCustom2Description}"/>
  • <key name="iManage.Field.EditDate" value="{imProfileEditDate}"/>

You can add fields by adding the value to a key in the same syntax.

For example, to add the imProfileDatabase field, enter imProfileDatabase as the value with the appropriate key name, under <ws_option name="iManFields">.

<key name="iManage.Profile.Database" value="{imProfileDatabase}"/>

See Appendix C - WSProfileAttributeID Enumerators for a complete list of fields.

Deprecated option

  • The InsertiManageField option that was introduced in iManage Work Desktop for Windows 10.2.4 for inserting custom fields in the footer in Microsoft Word documents is deprecated. This feature can now be enabled just by entering a firm name or ID using the iwFirmID option.
  • The iwFilePickerLocale that was introduced in iManage Work Desktop for Windows 10.2.6 for specifying the country-region code to be used when displaying File Selection and File Save dialog boxes is deprecated. The iwLocale option should be used instead and this option sets the language to all components of iManage Work Desktop for Windows.