Tree View as Coming Soon

This release of iManage Work introduces the Tree View as a Coming Soon for all users. The tree view offers improved navigation for users who prefer browsing content in a hierarchical format. With an expandable folder view, users can navigate to the following nodes as a start point:

  • Recent Matters

  • My Matters

  • My Favorites

Figure: Tree view

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The tree view is available in the following views:

  • iManage Work Web in desktop view.

  • iManage Work Panel in Microsoft Outlook when the panel is docked and undocked.

In iManage Work Panel in Microsoft Outlook, when the panel is docked but the width is insufficient, the tree is contained within the Browse navigation tab.

Figure: Tree view in iManage Work panel

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The tree view is not enabled by default. To enable the tree view:

  1. Navigate to the Coming Soon icon adjacent to the user menu.

    images/download/thumbnails/65989090/enable_coming_soon.png

  2. Select the coming soon icon, the following dialog box appears.
    Figure: Enabling tree view
    images/download/attachments/65989090/image2019-11-12_14-58-45.png

  3. Select Enable.

In the tree view, users can:

  • Access their workspaces under Recent Matters and My Matters in a single flat list that is sorted alphabetically

  • Access the Recent matters and My matters of another user's Matter list they are subscribed to

  • Dive deeper into a workspace in the same view to see the full folder hierarchy at a glance

  • Expand the tree horizontally to increase the width of the panel to fully view folders several levels deep, or hover over a workspace to see a tooltip displaying its full name

  • View up to 50 subfolders upon initial expansion of the parent folder. Select View All at the bottom of the tree to view the entire set of subfolders in the center panel

  • Select an item on the tree to see its content in the center panel. The focus also shifts automatically to select the first item in the list or grid view in the container in the center panel

  • Receive an indication if a folder or a workspace has sub-folders through the presence of the chevron

    images/download/thumbnails/65989090/image2019-11-13_21-5-22.png

    against the container (Under My Matters a chevron is always shown at the workspace level)

  • Access newly created subfolders under a folder or workspace, by right-clicking on the item and select refresh from the context menu

  • If iManage Share is enabled, select a blue Share folder in the tree view to open up the Share folder within the same tab

  • Use the following keyboard shortcuts to quickly navigate within the tree and back to it from the center panel:

Key

Action

Up arrow

Move up the tree items

Down arrow

Move down the tree items

Right arrow

Expand the tree item

Shift Left arrow

Move the focus from center panel back to the previous item selected in the tree

Left arrow

Collapse the tree item

Enter

Selecting Enter against a workspace or folder in the tree also opens that container in the center panel and shows the list of items directly underneath it.

After the tree view is enabled, the filter panel is relocated to the header below the Filter icon and the tree view is positioned in the left panel where the filters were available earlier.

images/download/attachments/65989090/tree_view_filters.png

NOTE:

The tree view does not currently support drag and drop of items into the tree view, or between workspaces/folders in the tree view itself. However, after you use the tree view to navigate into a folder, drag and drop is supported in the iManage Work Panel.