Open a document filed in iManage Work directly into its native Microsoft Office client using any of the following methods:
Using the iManage tab
On the iManage tab, select Open. The iManage Open dialog box appears. It enables you to perform the following tasks:
Searching for documents
The Open dialog box displays a list of Recent Documents by default. Documents that you have recently accessed from the iManage Work Server, to which you are currently connected, are all listed here. Select the Checked Out Documents tab to view the list of documents that you have checked out from the iManage Work Server.
If a document is checked out, appears next to the name of the person using the document.
Figure: Document marked as checked out
You can change this to a list of Recent Folders, Recent Matters, Clients, or My Favorites by selecting in the left pane. Select the My Matters tab (adjacent to the Recent Matters tab) to view the matters that you are associated with. This folder contains Workspaces you have created, as well as the My Matters folders of other users to which you have subscribed.
Use the navigation buttons to go back , forward , or up one container level .
If a document was changed since you viewed the list the last time, a blue dot appears next to the document name.
Figure: Document changed recently
Use the search box to locate specific documents within the container you have selected. For more information, see Using the search box.
Filtering your content
The Filters function enables you to sort the content list. The filters vary depending on the search criteria.
To apply filters to the search results:
Select Filters .
Select the category of filter that you would like to apply to expand the list of options. For example, Activities for your Recent Documents.
Select one or more filter criteria from the options provided.
For more information about filter criteria, see Filtering content.
Displaying document details
Select Show Details to display the Properties, Versions, and Preview panel of any selected document. Use this option to modify the properties, including security, open a different version, or preview the selected document.
Opening a document
After you have located the desired document, you can double-click it or select the document from the list and select Open to open it directly for editing. You can also select the document and use the Open drop-down arrow to select the other supported methods for opening the document:
Open as Read-Only
Open as Copy
Open in Protected View
Using the Backstage view
The iManage tab in the Microsoft Office Backstage view enables you to view, open, and manage your iManage documents, and to save new documents to the desired iManage location. The iManage containers are sorted per different groups based on your recent activity, and any item in the lists can be selected for quick access to the desired document. For example, the Offline option under Documents and Matters enables you to:
View and open the documents and matters that you recently accessed in offline mode.
Access documents saved to your local system using the Take Offline option in the iManage Work panel and the iManage Work Web Server.
Select the File tab to access the Microsoft Office Backstage view.
Select Open, then select iManage. By default, the Documents tab is selected and displays the All Recent Documents list. Alternatively, select Checked out by me or Offline to view the other document lists.
The lists display document names and other details. The name of the matter in which the document resides is also displayed. Select the document name to open it in the native application.
(Optional) Select any of the following tabs:
Folders: Lists the recent folders that you accessed, and the matter in which they reside.
Matters: Lists the recent matters that you accessed with the Recent Matters list displayed by default. Recent Matters displays a list of all matters that contain a document or email you have created, opened, viewed, or modified on in the last 30 days. Select My Matters or Offline to view the other matters lists.
Favorites: Lists all iManage items that you saved as your favorites.
Browse: Displays the iManage Open dialog box with the Recent Documents tab selected by default.
Select an item in any list to view the iManage Open dialog box. Navigate to the desired document and select Open.
Using the iManage Work panel in Microsoft Outlook
In the iManage Work panel in Microsoft Outlook, you can now open a document by double-clicking it in the list. When you double-click a document, it opens in its native program as it would from Windows Explorer. For example, if you double-click a Microsoft Word document, it opens in Microsoft Word with editing enabled. The following document types are supported:
All other type of documents will continue to open in the Preview mode. For information about the panel, refer to Using the iManage Work Panel.