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.

NOTE:

  • You can use Save As while working offline. The Save As [Offline] dialog box displays only containers used in the past 30 days. You can enter the document details and select Save. The file is saved to your local disk. You are prompted to upload the file to the server when you next sign in. To know more about uploading offline documents, see Viewing and uploading offline documents.

  • From iManage Work Desktop for Windows 10.9.1 onwards, when you try to save a document using the iManage Save as option available in Microsoft Office applications or Adobe Acrobat applications, the iManage Save As dialog box displays the last location where the you save your documents. 

Using the iManage tab

On the iManage tab, select Save As. The iManage Save As dialog box appears.

NOTE:

You can use keyboard shortcuts to navigate through the Save As dialog box. For a list of applicable keyboard shortcuts, see Appendix A: Navigation shortcuts.

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:

  1. 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 created, opened, viewed, or modified on in the last 30 days. The list of folders in the matter is displayed.

  2. Select the New Folder button located above the list of folders.

    NOTE:

    The New Folder icon may not be displayed if you do not have sufficient permissions for the parent folder. 

  3. 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:

  1. Select Filters .
  2. Select the category of filter that you would like to apply to expand the list of options. For example, Date.
  3. Select one or more filter criteria from the options provided.
  4. Select Done.

NOTE:

Certain filter categories, such as Date, allow only one criteria to be selected at a time.

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:

  • Author
  • Comments
  • Doc Type

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 the 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.

NOTE:

The Local Save As button that is available in the Backstage view (Save As > iManage) when DeskSite or FileSite is installed is not available with iManage Work Desktop for Windows. With the DeskSite or FileSite integration, iManage files could not be checked in when users saved them to a local directory. But with iManage Work Desktop for Windows, files are monitored before and after they are saved. If files are saved locally, they are checked into iManage in the background. So, the Local Open or Local Save As buttons are not required in iManage Work Desktop for Windows.

  1. Select the File tab to display the Microsoft Office Backstage view.
  2. 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.