Dragging folders, files, emails, and attachments into iManage Work

File your content to iManage Work by dragging one or more files, folders, emails, and attachments, or a combination of these from the Finder, any location on your Mac, and Outlook: 

• Single or multiple files, folders, and emails or a combination of these from Finder or any location on your Mac
• Single email from Microsoft Outlook (old view)
• Single or multiple emails from Microsoft Outlook (new view)
• Single or multiple email attachments from Microsoft Outlook (old and new view)

1. Select the iManage Agent  menulet on the Mac menu bar and select Open iManage Work.
2. Browse to the required matter, folder, or tab in iManage Work and drop the content from the Finder, any location on your Mac, or Microsoft Outlook.
   The iManage upload dialog box appears displaying the list of items and their upload status. A  is displayed for each item when uploaded.

From iManage Work Server 10.3.3 onwards, emails dragged into iManage Work retain their metadata information. This is applicable when iManage Work Desktop for Mac launches iManage Work using:

• Google Chrome browser that opens when the Enable Chrome Browser Authentication option is set to true. For more information, refer to the Configuring application settings section in iManage Work Desktop for Mac Installation Guide.
• Safari browser that opens by default if Chrome browser isn't enabled. 

Dragging content into the Work Panel in Microsoft Outlook

You can also drag documents, files, emails, and attachments into the Work Panel in Microsoft Outlook. In the iManage Work panel, select Show Work Panel to access the iManage Work view from within Microsoft Outlook. The old view in Microsoft Outlook has some limitations that may cause the Work Panel to become unresponsive. In such scenarios, switch to New Outlook. For more information, refer to NT-119966 in the Known Issues section in iManage Work for Mac Release Notes. To use this feature in New Outlook, you need to have Microsoft Outlook for Mac 16.70 or later.

You can drag only one email from your Microsoft Outlook at a time into a folder in the iManage Work view in the panel; dragging multiple emails isn't supported. An iManage Agent notification is displayed in the Work Panel notifying you about the filing progress and completion. The email appears in the folder where it's filed and the Filed to iManage label is applied to these emails.

Ensure that:

• the Preferences > Delete emails after filing option is cleared in iManage Agent else the emails will be deleted from Microsoft Outlook after getting filed in iManage Work. 
• you restart iManage Agent after you make changes to the Delete emails after filing option.