Selecting multiple documents in a folder and aligning security to that of the folder

In iManage Work, you can select multiple documents within a folder and easily update their security to align to that of the folder.

Open the folder where you wish to align the security of multiple documents with the parent folder.
Select the required documents > select Match security to parent folder from either the right-click context menu or the toolbar. The Match security to parent folder dialog box appears.
Edit the exceptions and settings as required.
Select Apply.
Select the bell icon to view the status of Match security to parent folder actions in the Notifications panel.

Figure: Aligning security with the parent folder for documents

NOTE:

This feature isn't supported for:

Table: Options available under Exceptions and Settings

Security tier	Options	Action
Private Items	Skip items "Private" only to me	Selecting this option doesn't update the security of items whose default security is Private and only you as an Author or Operator of the items can access.
Private Items	Skip "Private" items with shared access	Selecting this option doesn't update the security of items whose default security is Private, but that are visible to specific users/groups who are in the security list.
Document versions	Change all versions	Selecting this option updates the security of all versions of the documents to which you have Full Access rights.
Document versions	Change only selected version	Selecting this option updates the security of only the selected/specific version of documents.
Multi-location files	Skip security changes	Selecting this option doesn't update the security of documents referenced in multiple locations.
Multi-location files	Change Security	Selecting this option updates the security of documents referenced in multiple locations.