About this document

iManage Work Desktop for Windows Customization Guide provides information to help you customize the user experience of iManage Work Desktop for Windows applications (Microsoft Word, Excel, PowerPoint, Outlook, and Adobe Acrobat). It is intended for iManage Work administrators and users with knowledge of user interface customization. This guide contains instructions about how to customize iManage Work client features and user interface using configurable files. 

This topic contains the following sections:

Conventions

The following conventions are used in this document.

Notational conventions

This guide uses the following conventions:

Convention

Usage

Bold

User-interface elements such as a menu item or button. Also used for file names, file extensions, and paths, and whatever the users type or interact with/modify. For example:

  • Select Cancel to halt the operation.

  • The FileSystemConnector.cfg file is installed in C:\iManage\FileSystemConnector\

  • Press Cmd+P to print the document.

  • At the command prompt, type mkdir.

Italics

Document titles, new terms, placeholders/variables for which users supply values including replaceable strings in file paths, code, and commands. For example:

  • For more information, refer to the IDOL Server Administration Guide.

  • An action command is a request, such as a query or indexing instruction, sent to IDOL Server.

    • In the Terminal, type setup -r -f1  <MyFile> where <MyFile> is the path and name of the settings file.

monospace font

Registry hives and keys, code samples from configuration files, inline references to code that need not be typed or modified.

Code block

Multi-line code examples and lengthy Terminal/Command Prompt output.

Command-line syntax conventions

Convention

Usage

[ optional ]

Brackets describe optional syntax. For example:

[ -create ]

{ required }

Braces describe required syntax in which you have a choice and that at least one choice is required. For example:

{ [ option1 ] [ option2 ] }

In this example, you must choose option1, option2, or both options.

|

Bars indicate “either | or” choices. For example:

[ option1 ] | [ option2 ]

In this example, you must choose between option1 and option2.

required

Absence of braces or brackets indicates required syntax in which there is no choice; you must type the required syntax element.

variable

<variable>

Italics specify items to be replaced by actual values. For example:

-merge filename1

(In some documents, angle brackets are used to denote these items.)

...

Ellipses indicate repetition of the same pattern—for example:

-merge filename1, filename2 [, filename3 ... ]

where the ellipses specify, filename4, and so on.

The use of punctuation—such as single and double quotes, commas, periods—indicates actual syntax; it isn't part of the syntax definition.

Notices

NOTE:
A note provides information that emphasizes or supplements important points of the main text. A note supplies information that may apply only in special cases—for example, memory limitations, equipment configurations, or details that apply to specific versions of the software. 

TIP:
A tip provides additional information that makes a task easier or more productive. 

CAUTION:

A caution indicates an action can result in the loss of data. 

Related documentation

For more information, refer to the following documents:

Documentation updates and support

iManage Support provides prompt and accurate support to help you resolve issues you may encounter or questions you may have while using iManage products. Support services include access to the Help Center for online answers, expert service by iManage support engineers, and software maintenance to ensure you have the latest technology.

For the latest product documentation, see https://help.imanage.com

Help Center provides access to:

  • Knowledge Base and Documentation: The Help Center Knowledge Base and Documentation sections contain an extensive library of technote articles, FAQs, and product documentation.

  • Releases: The Help Center Releases section contains iManage product installer downloads, release notes, and links to available patch releases.

  • Community: The Help Center Community section allows you to interact with other iManage Community members and iManage Support engineers in order to seek answers to your questions or help provide answers to others' questions.

  • Podcasts and Videos: The Podcasts and Videos sections offer a library of audio and video reference materials to help you learn more about implementing, using, and maintaining iManage products.

  • Announcements: Receive announcement notifications by following the announcement sections you find most relevant to your needs for information such as: support news, new releases and resources, and technical updates.

  • Case portal: The Help Center also includes your iManage Support case portal where you can submit and manage all your support cases.

You can retrieve the latest available product documentation from the Knowledge Base in the iManage Help Center. A document in the Knowledge Base has a version number (for example, version 7.5) and may also have a revision number (for example, revision 3). The version number applies to the product that the document describes, and the revision number applies to the document. 

To submit a new support case to iManage Support by email, contact us at support@imanage.com.

To contact iManage Support by phone, please refer to the iManage Support FAQ knowledge base article in Help Center for contact information by region.