When using the client-side Send and File feature in iManage Work Desktop for Windows 10.9.3 and later, there are multiple options for composing outgoing emails. By default, the UseFolderAddresses option in the imEMM.config file is enabled, which allows you to use iManage folder email addresses for Send and File. If the ‘UseFolderAddresses’ option is disabled, this will disable the use of iManage folder email addresses for Send and File. Instead, the filing location will be stored in a Luggage Tag added to the subject of the outgoing email instead of a folder email address being added to CC/BCC.

There's no SMTP server required to receive emails for server-side processing, but if ‘UseFolderAddresses’ is enabled, then it's necessary to create a rule in Microsoft Exchange which automatically deletes the copies of these emails. Without this rule, users would receive bounce-back messages from the Exchange server as it would try to deliver a copy of the emails to the iManage folder addresses. This Exchange rule isn't necessary for customers connecting to cloudimanage.com. There's already an SMTP rule set up to accept and delete these messages for cloudimanage.com customers.

NOTE: Though the steps for creating the rule depend on the version of Exchange, the steps for Exchange 2016 are nearly identical to those for Exchange 2013 and Office 365.

Configuring Microsoft Exchange rule only prevents bounce back messages from the receiving Exchange server. If messages are sent to the Work folder addresses from external sources (for example, if an external user performs a reply all on a Send and File message with folder address in Cc), the sending Exchange server may still generate a bounce back message.

Creating a rule in Exchange 2016

  1. Open the Exchange Admin Center. 

  2. Browse to mail flow > rules > Create a new rule. The new rule dialog window appears.

  3. Enter a Name and for the Apply this rule if field, select The recipient address includes. The specify words or phrases dialog window appears.

  4. Enter the email domain from the iManage Work Server. For example, 

    • WCS.EXAMPLE.COM for on-premises

  5. Select the + icon, and select OK.

  6. For the Do the following field, select Delete the message without notifying anyone.

  7. Select Save.