Uploading files to iManage Work

To upload files using the iManage menulet:

  1. Select the iManage Agent images/download/thumbnails/129631525/Menulet.png menulet on the Mac menu bar and select Upload Document.

  2. Navigate to the desired file on your Mac device.

  3. Select the document and select Open.
    If prompted, enter your sign-in credentials for iManage Work and select Sign in. The Choose a Location dialog box appears.

  4. Navigate to the iManage Work folder where you want to save the document and then choose Select.

To upload files using the right-click menu:

  1. Select the files you want to upload.

  2. Right-click any of the selected files and then select Upload to iManage Work.
    If prompted, enter your sign-in credentials for iManage Work and select Sign in. The Upload File dialog box appears.

  3. Navigate to the iManage Work folder where you want to save the files and select Save.

NOTE:

  • When you upload files using the iManage menulet and the right-click menu, iManage Work Desktop for Mac momentarily displays notifications when a document is successfully uploaded or when there is a failure to upload a document. To view all notifications later, select the Notification Center images/download/thumbnails/129631525/NotificationsCentreIcon.png icon in the upper-right corner of your Mac menu bar.

  • For macOS Catalina and macOS Big Sur, a system-generated message is displayed asking you to give the application access when you try uploading files from your desktop. For more information, refer to the Security configuration section in iManage Work Desktop for Mac Installation Guide.

  • From 10.2.4 onwards, the Upload to iManage Work context menu option is also available for email files (.eml and .msg).

To drag-and-drop files from a location on your Mac:

  1. Select the iManage Agent images/download/thumbnails/129631525/Menulet.png menulet on the Mac menu bar, and select Open iManage Work.

  2. Navigate to the iManage Work folder where you want to save the files.

  3. On your Mac device, navigate to and select the file(s) that you want to upload.

  4. Drag the file(s) to the iManage Work folder. For more information, see Dragging folders, files, emails, and attachments into iManage Work.

NOTE:

You can also drag-and-drop files from your Mac to a folder in iManage Work by using the iManage Work view in the panel in Microsoft Outlook. Select Open iManage Work in the iManage Work panel to access the view.

To upload a file from a location on your Mac to a folder:

  1. Select the iManage Agent images/download/thumbnails/129631525/Menulet.png menulet on the Mac menu bar, and select Open iManage Work.

  2. Navigate to the iManage Work folder where you want to save the files, and select images/download/thumbnails/129631525/Web_FolderKebabMenu.png > Upload File.

  3. On your Mac device, navigate to and select the file(s) that you want to upload and select Choose.

NOTE:

You can also upload a file from your Mac to the required folder in iManage Work by using the iManage Work view in the panel in Microsoft Outlook. Select Open iManage Work in the iManage Work panel to access the view.