Work for Office
iManage integration with Microsoft Visio and Microsoft Project
Connecting to iManage Work Server 10.4.2 or later
Switching iManage Work Servers
Opening a document
Saving a document
Save As
Save and Sync
Save as New Version
Save as PDF
Save as New Version to any document
Recovering iManage documents using the Microsoft AutoRecovery feature
Viewing and uploading offline documents
Emailing a document
Document Timeline
Managing properties
Managing document properties
Modifying security
Accessing document versions
Inserting links
Using the Copy Link feature for an iManage Work document
Inserting footers
Inserting document information fields
Comparing and combining documents
Comparing documents
Combining documents
Working with documents that contain OLE links
Co-Authoring documents
Working with Adobe Acrobat applications
Introduction to Acrobat integration
Connecting to and switching iManage Work Servers
Opening a PDF document
Opening a PDF document from iManage Work
Inserting files from iManage into PDFs
Saving PDF documents
Save As option
Save and Sync option
Save as New Version option
Emailing a PDF document
Managing PDF properties
Viewing PDF activities
Viewing and editing PDF properties
Accessing PDF document versions
Working with PDF documents offline
Opening PDF documents offline
Saving PDF documents offline
Uploading offline PDF documents
Additional features when working with PDF files
Create a single PDF file from any file saved in iManage Work and save it to iManage Work
Create multiple PDF files from files saved in iManage Work and save it to iManage Work
Create PDF portfolio from files saved in iManage Work and save it to iManage Work
Combine files saved in iManage Work
Compare files saved in iManage Work
Add bates numbers to the PDF files saved in iManage Work
Working with Adobe Acrobat applications in non-integrated mode
Enabling passive mode
Changing the locale for iManage Work Desktop for Windows
Insert text from PDF files
Using iManage Work documents to perform a mail merge in Microsoft Word
File picker dialog box health check
Appendix A: Navigation shortcuts
Appendix B: Work for Office offline mode FAQ
Managing file links
Prerequisites
Linking definitions
Known limitations and issues
Navigating through managing file links interface
Working with linked documents
Creating links between documents saved to iManage Work
Using linked documents created using iManage DeskSite or iManage FileSite
Creating links from documents saved locally on your machine
Creating links using paste special option
Editing documents that contain linked objects using Microsoft Office for the web
Updating source documents
Changing source documents
Removing source documents
Opening or previewing documents
Viewing document properties and timelines
Status description of the linked documents
Email Management for Outlook
Introduction to Email Management (EM) for Outlook
Connecting to the server
Navigating through the user interface
Preview NRL links
iManage Work group
EM task pane in Microsoft Outlook
EM task pane in new email window
EM task pane in read email window
EM task pane in filed message window
Right-click menu options
iManage Work Panel
iManage Work Agent
Filing emails
Filing an email
Navigate to linked Microsoft Outlook folders in the iManage Work panel from Select Filing Location
Filing an email to multiple locations
Filing emails using the Quick File option
Quick filing using workspace search in iManage Work toolbar
Suggested locations data
Dragging emails to your matters
Filing emails offline
Sending and filing emails
Displaying filing details in email grid
Filing status icons
Editing the properties of filed emails
Filing all emails as private
Email filing errors and retry filing
View filed locations using Go to iManage folder
Renaming email subject in iManage Work when filling emails
Filing options in Microsoft Outlook integration
Filing and deleting an email
Marking filed emails as private
Printing filed emails
Using the iManage Work Panel
Docking and undocking the iManage Work Panel
Filing emails using the Work Panel
Dragging email attachments to Work folders
Dragging emails from Inbox to Work folders
Adding links and attachments in emails by using the Panel
Replying and forwarding emails from the Work Panel
Sending links and attachments from the Work Panel
Checking out/in multiple documents
Sharing access and viewing/hiding shared matters
Using keyboard shortcuts
Changing the zoom level
Sorting content
Viewing filed emails
View all emails in a chronological list or as conversations
Disabling the iManage Work Panel
Changing the UI language for the iManage Work Panel
Displaying iManage Work Panel on Outlook launch
Health check banner for iManage Work Panel
Searching for iManage Work items
Using filters
Saving attachments in Email Management (EM) for Outlook
Saving a single attachment
Saving multiple attachments from email(s)
Saving attachments from Microsoft Outlook invitation
Copying and moving Outlook folders to iManage Work
Managing filing details
Viewing filing details
Editing filing details
Changing security
Inserting iManage Work attachment
Sending secure attachments
Managing linked folders
Linking folders
Navigate to linked Microsoft Outlook folders in the iManage Work panel
Modifying folder links
Unlinking folders
Managing shared mailbox folders
Overview
Linking shared mailbox folder to an iManage Work folder
Modifying folder links
Linking folders linked by other users
Unlinking folders
Navigating to the linked folder
Viewing application information
Removing suggestions
Keyboard shortcuts for EM toolbar
Lightweight Email Management feature set
Inbox filer for emails
Customized NRL links
Using the custom buttons on the Email Management (EM) toolbar
Working with files from non-integrated applications
Timeline updates when printing files using iManage Drive
Enhanced accessibility
Navigating through ribbon using keyboard
Connecting to iManage Work Servers
Opening documents saved to iManage Work
Saving documents to iManage Work
Co-authoring documents in Microsoft Office applications
Sending document links
Viewing document properties
Viewing and uploading offline documents
Inserting footers in Microsoft Word
Inserting links and files
Comparing or combining documents saved to iManage Work
Filing emails
Saving attachments to iManage Work from Microsoft Outlook
Accessing filing details in Microsoft Outlook
Sending secure attachments
Working with iManage Work Panel
Accessing More in Microsoft Outlook
Accessing iManage Help and iManage About options
Using EMM toolbar or Select Filing Location dialog box
Using iManage Work Agent
Common operations
Installing iManage Work
Installing application updates
iManage Work page for signing in
Delayed sign in
Filtering content
Using the search box
Adding multiple comment lines
Declaring/undeclaring a document as record
Switching server view in iManage dialog boxes
Using dual monitors for display
Retaining your preferences for navigation tabs
Purging files from your recent documents folder
Notifications for checked out documents
Clearing the browser control cache
Handling DPI scaling in iManage Work Desktop for Windows