1. Select the email that you want to save or the email for which you want to save the attachments.
  2. Select iManage Work from the toolbar. To add the option to the toolbar, refer to Adding the iManage Work option to the toolbar.

  3. From the panel that opens, select Browse and File. The Select Filing Location dialog box appears.

    NOTE:

    You can't select a specific attachment for filing to iManage Work using the File option in this dialog box. You can only file all the attachments in the selected emails. To select and file only the attachments you want, select the Save attachments option in the iManage Work panel.

    Figure: Select Filing Location


  4. Do one of the following:
    • To file to multiple locations:
      1. Select File to multiple locations, select the desired location from the Suggested Locations or Recent Locations list, and select Add to Filing Locations. The location is added to the Filing Location(s) list.
      2. Repeat the previous step to select multiple filing locations.
      3. (Optional) Select to remove a location from the list.
      4. (Optional) Select the Private check box to ensure that other users don't have access to the filed email.
      5. (Optional) Select the Delete check box to ensure that the email gets deleted from Microsoft Outlook after it's filed to iManage Work.
      6. When all filing locations are selected, select File.
        The email and all its attachments are saved to iManage Work.
    • To file to a single location:
      1. Select Browse.
      2. Navigate to the desired location in iManage Work.
      3. Choose Select.
        The email and all its attachments are saved to iManage Work. 
  5. (Optional) Use the search feature to find one or more filing locations in iManage Work: 
    1. By default, the application searches for workspaces.
      (Optional) To search by folders, select the search drop-down list and then select Folders.
    2. (Optional) Depending on the databases that you want to include for the search, select or clear the checkboxes for the databases listed.

    3. Enter at least one word from the workspace name and press Enter. The search results are displayed.

      NOTE:

      The search isn't case-sensitive and it doesn't support wildcard characters. 

    4. Select  to view the workspace and folder contents and browse to the location you want.
    5. Select the filing location and then select one of the following options:
      • File: Files the email to the selected location in iManage Work.
      • File to multiple locations: Select this option, select a location, and then select Add to filing locations. Repeat for all locations where you want to file the email and then select File.  
  6. (Optional) To view the details of the filing locations, select Show filing details.

NOTE:

  • With the file all the emails in a conversation feature turned on, if you file one of the emails to multiple locations then all the emails in the conversation get filed to multiple locations. For more information about filing conversations, refer to File all emails in a conversation thread. 
  • You can also drag email attachments to the desired folder in iManage Work. For more information, refer to Dragging folders, files, emails, and attachments into iManage Work.
  • For Microsoft Outlook emails that are saved to iManage Work, the  label appears in the list view and to the right-side of the email subject in the reading pane. The filing location is displayed at the top of the iManage Work panel.