You can find the Save As function on the File menu as well as the iManage tab. Save As enables you to save your existing document as a new document to iManage Work.
Using the iManage tab
On the iManage tab, select Save As. The iManage Save As dialog box appears.
You can perform the following tasks using the Save As dialog box:
Searching for folders
The Open dialog box displays a list of recent matters by default. You can change this to a list of Recent Clients or Recent Folders by selecting from the panel on the left.
Use the navigation buttons to go back , forward , or up one container level . Use the search box to search for a specific location where you want to save your document to (for example, a workSpace or a folder).
For more information about using the search box, see Using the search box.
Creating a new folder
To create a new folder for saving the document:
Select Recent Matters and then double-click the desired matter. Recent Matters displays a list of all matters that contain a document or email you have worked on in the last 30 days. The list of folders in the matter is displayed.
Select the New Folder button located above the list of folders.
In the Folder Name field, enter the name and select Create. The folder is added to the list of folders.
Filtering search results
The Filters function enables you to sort search results. 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, Date.
Select one or more filter criteria from the options provided.
For more information on filter criteria, see Filtering content.
Displaying the documents in a folder
By default, the Save As dialog box displays only containers. To view the documents within a container, select .
Saving a Document
After navigating to the desired container, save your document by entering or editing the name of the document in the Description field in the Properties panel displayed on the right.
The Properties panel also enables you to change other metadata and security, such as:
The Show More button enables you to view and modify additional document properties such as Client and Matter number, and so on. You can also modify the Security (see Modifying security).
Using the Backstage view
The iManage tab in t he Microsoft Office Backstage view enables you to view, open, and manage all 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 you can select any item in the lists 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.
Select the File tab to display the Microsoft Office Backstage view.
Select Save As, and select iManage. By default, the Folders tab is selected and lists the recent folders that you accessed, and the matter in which they reside. Alternatively, select the following tabs:
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.
Browse: Displays the iManage Open dialog box with the Recent Matters tab selected by default.
Select an item in these list. The iManage Save As dialog box displays the contents of the selected container. Navigate to the desired folder and select Save.
Alternatively, you can use the Save option in the main File menu in Office. This also displays the iManage Save As dialog box when saving a new document for the first time.
If you edit an existing document within iManage Work, selecting the Office File > Save option saves your changes locally. After closing the document, you are prompted whether you want to save the document or discard your changes. If you select Yes, changes are saved to iManage Work and the existing version is replaced.