Select an email, meeting request, or assigned task in Microsoft Outlook, and select File > Browse and File in the iManage Work group or the email right-click menu. Alternatively, select the Browse and File button on the Email Management task pane.
Select a location on the server that you are currently connected to or on the iManage Work Servers that you recently connected to from the Suggested Locations or Recent Locations list, and select File. The email is filed to the selected location.
Searching for the desired filing location:
Type the name of a workspace in the search bar to search for a destination workspace and press Enter.
Select a workspace in the search results, expand the node, and select a folder in the workspace. Alternatively, select Search for Workspaces and select Search for Folders. Type the name of a folder in the search bar, and select the desired folder.
To search for workspaces and folders in a particular database or all databases available in your organization, select Search for Folders or Search for Workspaces , point to the Databases option, and select the required database.
You can search for workspaces and folders in a particular database or all databases available in your organization for filing emails to your desired location. This targeted search can be useful when a search term may yield a large amount of results and therefore you want to limit or focus the search and the time taken for the search. Select the search icon on the Browse and File or Select Filing Locations dialog boxes, point to the Databases option, and select the required database.
Filing to multiple locations:
Select the File to multiple locations check box. Double-click the desired location(s), or select each location and then select Add to Filing Locations to add the locations to the Filing Location(s) list. Select File.
The email is filed to the selected locations. For more information, see Filing an email to multiple locations.
To select location(s) on the server that you are currently connected to, select Browse. The Select dialog box appears. It is divided into two panes:
Left pane: Displays the Recent Folders, Matters, Recent Clients, and My Favorites options.
Right pane: Displays the contents of the option selected in the left pane. It is further divided into two panes: the list of contents and details of the selected item. Hold down the mouse and drag left or right along to adjust the relative width of the two panes.
A search box is displayed above the two panes. For more information, see Searching for iManage Work items.
Select the desired option in the left pane. The items in the container are displayed in the right pane.
Select any item in the right pane to view its properties, or double-click the item to preview its contents. Repeat the process until you drill down to the folder you want.
(Optional) Use the following options to view/locate the desired iManage Work items in the contents list displayed in the right pane:
Select Recent Matters in the left pane. Select the Recent Matters tab to view matters that are recently updated. Select the My Work tab to access matters that you have added to iManage Work.
Search for the desired documents, folders, matters, or clients in iManage Work. For more information, see Searching for iManage Work items.
Select back , forward , and one-level up to navigate through the contents list.
Select to view the path of the selected item in iManage Work. For example, the name of the database, client, matter, and folder are displayed as links when you select a folder. Select any link to navigate to the desired location.
Select the toggle button (default setting) to view folder contents. The button changes to .
View the contents list using the up/down buttons and the scroll bar. The total number of items is displayed on the top of the list.
Select the previous and next icons at the end of the contents list to navigate to the desired page. Alternatively, select the desired page number. Also displayed is the number of items out of the total items that are listed on the current page. For example, the following figure shows that page 2 lists 51 to 99 items out of the total 99 items in the content list.
Select Filters to narrow down the contents list based on the desired number of days. The available options are Today, Yesterday, Last 7 days, Last 30 days, Last 6 months, Date Range, and All. Select Done to apply the filter and close the filtering pane. For more information, see Using filters.
Select Hide Details to close the pane that contains the Properties, Preview, Versions (displayed only for documents), and Attachments (displayed only for emails with attachments) tabs, which display information about the item selected in the contents list (default setting). The button changes to Show Details .
Choose Select. The email is filed to the selected folder in iManage Work and the filed icon is displayed. For more information, see Filing status icons.
You can view the filing details using the Filing Details pane or the filing details columns in the email grid.