Working with iManage Work Panel

You can navigate through the iManage Work Panel in Microsoft Outlook using keyboard shortcuts. Alternatively, you can use the TAB key, UP/DOWN, RIGHT/LEFT arrows keys, and ENTER key to navigate to and select the various options available in the iManage Work Panel.

Table: Keyboard shortcuts for iManage Work Panel

Shortcut

Function

F6

Navigate through the iManage Work Panel.

CTRL+SPACE

Open the drop-down options to either resize or close the iManage Work Panel. Use the UP and DOWN arrow keys to select Resize or Close to either resize or close the iManage Work Panel.

\

Press the \ key to expand or collapse the side navigation.

K

Press K to display the list of shortcut keys in the iManage Work Panel. Press K again to close the shortcut keys help.

?

Display the help topics within the iManage Work Panel. Use the UP and DOWN arrow keys to navigate through the list of topics displayed and press ENTER to display the help topic. To close help, press ESC.

F or CTRL+F

Press F or CTRL+F to access search. Enter the term to be searched for in the search field and then do one of the following:

  • Use the UP/DOWN and RIGHT/LEFT arrow keys to highlight the Documents tab and press ENTER.
    Alternatively, press D to navigate to the Documents tab and press F or CTRL+F to open search. Enter the name of the document you want to search and press ENTER. You can search for documents using title, author, operator, number, or keyword. Use the UP and DOWN arrow keys to select one of these options and when selected press ENTER.

  • Use the UP/DOWN and RIGHT/LEFT arrow keys to highlight the Folders tab and press ENTER.
    Alternatively, press R to navigate to the Folders tab and press F or CTRL+F to open search. Enter the name of the folder to searched and press ENTER.

  • Use the UP/DOWN and RIGHT/LEFT arrow keys to highlight the Emails tab and press ENTER.
    Alternatively, press E to navigate to the Emails tab and press F or CTRL+F to open search. Enter the name of the email to searched and press ENTER.
    You can search for emails using subject, to, from, number, or keyword. Use UP and DOWN arrow keys to select one of these options and once selected press ENTER.

  • Use the UP/DOWN and RIGHT/LEFT arrow keys to highlight the Clients tab and press ENTER.
    Alternatively, press C to navigate to the Clients tab and press F or CTRL+F to open search. Enter the client name to be searched and press ENTER.

The search results are displayed within iManage Work Panel. Use the UP/DOWN arrow keys and ENTER key to select and open the document or folder or email or matters/client displayed in the search result.

D

Navigate to the Documents tab. Use the UP and DOWN to navigate through the various documents and press ENTER to open the selected document. The selected document opens in the supported application.

Alternatively, after selecting the document, use the RIGHT and LEFT arrow keys till kebab menu is highlighted and press ENTER to display the various options. Use the UP/DOWN and LEFT/RIGHT arrow keys and the ENTER key to use the options displayed.

R

Navigate to the Folders tab. Use UP and DOWN to navigate through the various folder and press ENTER to open the selected folder. The folders opens within the iManage Work Panel.

Alternatively, after selecting the folder, use RIGHT and LEFT arrow keys until the kebab menu is highlighted and press ENTER to display the various options. Use UP/DOWN and LEFT/RIGHT arrow keys and the ENTER key to use the options displayed.

E

Navigate to the Emails tab. Use UP and DOWN to navigate through the various emails and press ENTER to open the selected email. The selected email opens within iManage Work Panel.

Alternatively, after selecting the email, use RIGHT and LEFT arrow keys till kebab menu is highlighted and press ENTER to display the various options. Use UP/DOWN and LEFT/RIGHT arrow keys and the ENTER key to use the options displayed.

M

Navigate to the My Matters tab. Use UP and DOWN to navigate through the various documents and press ENTER to open the selected matter.

Alternatively, after selecting the matter, use RIGHT and LEFT arrow keys till kebab menu is highlighted and press ENTER to display the various options. Use UP/DOWN and LEFT/RIGHT arrow keys and the ENTER key to use the options displayed.

C

Navigate to the Clients tab. Use UP and DOWN to navigate through the various documents and press ENTER to open the selected client.

Alternatively, after selecting the client, use RIGHT and LEFT arrow keys till kebab menu is highlighted and press ENTER to display the various options. Use UP/DOWN and LEFT/RIGHT arrow keys and the ENTER key to use the options displayed.

W

Select the document, email, folder, or matter and then press W to open it in iManage Work.

I

Select the document, email, folder, or matter and then press I to open the Properties panel.

O

Select the document you want to edit on the Documents tab and then press O. The document opens in edit mode.

SHIFT+R

Use SHIFT and R to refresh the page displayed.

For more information about working with iManage Work Panel, refer to Using the iManage Work Panel.