After your administrator has finished configuring the iManage Next Generation Co-authoring applications in iManage Control Center, you must open any one of the Microsoft 365 applications for the desktop and sign in with your iManage Work credentials by selecting iManage and completing the sign-in process.
To complete the sign-in process:
Make sure all Microsoft 365 applications are closed.
Open any one of the Microsoft 365 applications.
Do one of the following:
If you're using Microsoft Windows:
From the left side panel, select Open.
Select Add a Place.
In the list of providers, select iManage.
If you're using macOS:
From the left side panel, select Open.
Select Manage Storage Accounts.
Under Add Accounts, select iManage.
If you're using iOS:
Select Settings and then select the native Open option in the left side panel.
Select Add Storage Account. The available locations are displayed.
Browse to and select iManage.
Enter iManage Work credentials when prompted. iManage is now added.
NOTE: For iOS devices, if Microsoft 365 for iOS isn't installed but Microsoft Word for iOS, or Microsoft Excel for iOS, or Microsoft PowerPoint for iOS are installed, you can add iManage to any of these devices using the steps mentioned for iOS devices.
This is one-time authentication and if you don’t perform the same, errors are displayed as shown in the following examples.
Microsoft Windows devices | macOS devices |
|---|---|
Figure: Error message indicating iManage Work credentials are not added to Add a Place | Figure: Error message indicating iManage Work credentials are not added to Add a Place |
Figure: Error message indicating file cannot be opened | Figure: Error message showing file can’t be opened |
NOTE: You can also refer to the iManage Work Next Generation Authentication video for a step by step sign-in process.
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