- On the iManage tab, select Save as New Version. The New Version dialog box appears.
- Select Save. A new version of the document is generated in iManage Work, and remains open for further editing.
...
To create a new folder for saving the document:
- Select Recent Matters and then double-click the desired matter. ...
- Select the New Folder button located above the list of folders. ...
- In the Folder Name field, enter the name and select Create.
What is iManage folder?
What is iManage integrated with?
Where are iManage files stored?
These two files are downloaded to the Roaming folder (%AppData%\iManage\Work\Configs) when users connect to an iManage Work Server. Make the required changes to the default settings in the files per your organization's requirements. Users can further modify the files individually for their iManage Work clients.
How do I save a PDF in iManage?
Save as PDFSelect the iManage tab.In the File group, on the iManage ribbon group, select Save as PDF. ... Select the PDF options and select OK. ... Navigate to the iManage folder where you want to save the PDF.In the New Document Properties pane, enter the document properties and select Save.The PDF document opens.
How do I create a file in iManage?
Creating files in a folderNavigate to the folder in which you want to create the Microsoft Office file.From the New File... list, select New
How do I upload documents to iManage?
To upload files using the right-click menu:Select the files you want to upload.Right-click any of the selected files and then select Upload to iManage Work. NOTE: ... Navigate to the iManage Work folder where you want to save the files and select Save.
How do I save an email attachment in iManage?
On the Home tab in Outlook, in the iManage Work ribbon group, select Save Attachments. All attachments for the selected emails are listed....To save the attachments as new documents in iManage Work:Select New Document. The Save As dialog box appears.Navigate to the desired location in iManage Work.Select Save.
How do I link an iManage to a Word document?
Open Microsoft Word or Microsoft Excel and place the insertion point wherever you add the hyperlink. Select Services > Insert Hyperlink. Navigate to the file for which you want to insert a hyperlink. Select Insert Latest Version or Insert This Version.
How do I create a folder in iManage?
To create a custom folder or tab:Open the location where you wish to create a custom folder or tab. NOTE: ... Select the. More Actions menu.Select. New Folder. ... You can select either the Document folder or Tab and based on your selection, follow the steps as explained in the table below:
How do I save Excel to iManage?
Select the File tab to display the Microsoft Office Backstage view. Select Save As, and select iManage. By default, the Folders tab is selected and lists the recent folders that you accessed, and the matter in which they reside.
What is an iManage folder?
iManage Share enables you to add a new folder, rename an existing folder, move or copy folders from one location to another, and view folder activity. To browse folders on your iManage Share, select a folder to view its contents. The documents and sub-folders are displayed in an alphabetical order.
What is Save and sync in iManage?
While editing a document that already exists in iManage Work, select Save and Sync on the iManage tab to save your changes directly to iManage Work. The document remains open so you can continue editing. NOTE: This overwrites the current version of the document.
How do I link Outlook to iManage?
Right-click the Outlook mail folder in the Outlook tree, and select Link to iManage. A dialog box for selecting the iManage location appears. Alternatively, select Yes on the link to iManage confirmation dialog box that appears when you create a folder or sub folder in Outlook.
Why do law firms use iManage?
Law firms run on knowledge. The iManage knowledge work platform empowers law firms to work intelligently and securely, unlocking productivity and expertise to drive better results for you and your clients.
How do I save a local version of a file in iManage?
You can save your changes as a new version of the same document, while editing a document that already exists in iManage Work.On the iManage tab, select Save as New Version. The New Version dialog box appears. ... Select Save. A new version of the document is generated in iManage Work, and remains open for further editing.
How do I combine PDF files in iManage?
Combine files using Multiple File optionIn Adobe Acrobat Pro DC, select Tools.Select Create PDF > Open. ... Select Multiple Files.Select Combine Files and then select Next. ... Select Add Files. ... Browse and select file. ... Similarly add additional files by using the Add Files button.Select Combine.More items...
How do I save a PDF offline?
Saving PDF documents offlineSave As: The Save As [Offline] dialog box appears. For more information, see Save As.Save As New Version: The New Version [Offline] dialog box appears. For more information, see Save as New Version option. NOTE:
What are offline documents in iManage?
On the iManage tab, select View Offline Files to view the iManage Offline pane. It displays a list of documents that you have either modified or created while working offline and are not yet uploaded to the servers. These documents are sorted by date.
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Customizing Email Management for Outlook - iManage Work Administrator Help
You can modify the default values in the imEMM.config configuration file to customize the behavior of Email Management for Outlook. Ensure that you restart Microsoft Outlook after making changes to this configuration file. Here are a few customization use cases:
Email Management for Outlook - iManage Work
Appendix B: Work for Office offline mode FAQ Introduction to Email Management (EM) for Outlook Introduction to Email Management (EM) for Outlook
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What is iManage folder?
iManage connects documents and emails and saves them in a single unified folder, organized by client, project, or legal matter. This structure puts all of the relevant information in context and at your fingertips, so you can focus on delivering value.
What is iManage integrated with?
iManage is integrated with productivity tools like Microsoft 365, Outlook, Word, and Teams, streamlining the task of managing documents and emails.
What is iManage folder?
iManage connects documents and emails and saves them in a single unified folder, organized by client, project, or legal matter. This structure puts all of the relevant information in context and at your fingertips, so you can focus on delivering value.
What is iManage integrated with?
iManage is integrated with productivity tools like Microsoft 365, Outlook, Word, and Teams, streamlining the task of managing documents and emails.
