To allow users to access Bundle Builder directly from the iManage Work web client, configure the Documents context menu in iManage Control Center.

NOTE: You must be a member of the NRTADMIN group or assigned to a role with Tier 2 access in Control Center.

To add Bundle Builder to the Documents menu in the iManage Work web client:

  1. In iManage Control Center, go to Work Clients > Web Client > Context Menus.

    Step 1.png

  2. On the Documents menu, select the Pencil Edit icon.

    Step 2.png

  3. Select Add action, then select Bundle Documents.

    Step 3.png
    Step 4.png

  4. (Optional) Drag menu items to change their order.

  5. Select the image-20250319-083702.png icon and then select Save to apply the changes.

  6. Select Save to confirm and finish. The Bundle Documents menu item is now present for users in iManage Work.

Bundle Builder menu items.PNG