Working with email integration

NOTE:

  • For macOS Big Sur and macOS Monterey, a system-generated message is displayed asking you to give the application access to resources on your Mac when you try accessing the options on the Services menu in integrated email applications. For more information, refer to the Security configuration section in iManage Work Desktop for Mac Installation Guide .

  • You can configure the file naming format for the attachments inserted to emails from iManage Work and the files and links emailed from iManage Work using the Attachment Filename Format option. For more information, refer to the Customizing application settings and Appendix A - Attributes for customizing attachment file name sections in iManage Work Desktop for Mac Installation Guide.

  • For email management tasks, you can use the Services menu (unavailable for New Outlook) or the iManage Work panel in Microsoft Outlook.