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how do i view documents in imanage

by Tre Runolfsson Published 2 years ago Updated 2 years ago
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How do I view documents on iManage? You can access your checked out documents by using the Checked Out Documents filter on the Documents tab. Alternatively, select the More information arrow on the iManage Work Agent, and then select the desired checked out document to open it in the relevant application. How many ways you can save a document?

You can access your checked out documents by using the Checked Out Documents filter on the Documents tab. Alternatively, select the More information arrow on the iManage Work Agent, and then select the desired checked out document to open it in the relevant application.

Full Answer

What is iManage Share?

Who can delete a specific version of a document?

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In what ways can you open a document from the iManage work panel?

In the iManage Work panel in Microsoft Outlook, you can now open a document by double-clicking it in the list. When you double-click a document, it opens in its native program as it would from Windows Explorer....The following document types are supported:Microsoft Word.Microsoft PowerPoint.Microsoft Excel.Adobe Acrobat.

How do I change the view on iManage?

Highlight the folder in FileSite. Go to View Tab. Go to View Setting....To replicate this change to all workspace/folders using this view:Go to the View Tab.Choose another view from the Change View menu.Set it back to the correct view.

How do I edit documents in iManage?

Access a document from iManage and edit it Right-click the document in iManage and select Open. You'll be able to edit it as normal and save it back to iManage.

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 change my document view?

Change display for a single folder Open My Computer or File Explorer. Click View in the menu at the top of the window. If you do not see the View menu, press Alt to make it visible. Select Extra large icons, Large icons, Medium Icons, Small icons, List, Details, Tiles, or Content to change the view you want to see.

How do I view folders in iManage?

From the menu, you can view the folder properties or go to the folder in Share. If you go to the folder you can see the contents of the folder and perform the following folder tasks: Select. Upload to upload content to the folder.

What is the purpose of iManage?

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 the iManage work panel?

The Work Panel can be used as a window that stays on the screen until dismissed. With this feature, you can: Undock and move out of the Microsoft Outlook window to another part of the screen or to a different monitor.

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.

How do I download from iManage?

Select Open iManage Work in the iManage Work panel to access the view. icon from the toolbar displayed above the file list to download the files in a single instance. Alternatively, right-click the selected list and then select Download.

How do I get iManage in Outlook?

iManage WorkNavigate to linked Microsoft Outlook folders in the iManage Work panel from Select Filing Location.Viewing filed emails. Health check banner for iManage Work Panel.Saving attachments from Microsoft Outlook invitation.

Does Outlook have iManage ribbon?

> iManage Work every time you want to access email management options, you can add the iManage Work option to the toolbar: Outlook toolbar: When the option is added to the Outlook toolbar, it is also displayed in the toolbar for existing emails in your Microsoft Outlook.

How do I change the font size in iManage?

Increase or decrease the magnification of the text and images in the panel by using the CTRL key+mouse wheel combination. Reset the zoom level of the Work Panel using the CTRL+0 (zero) key combination.

What is the iManage work panel?

The Work Panel can be used as a window that stays on the screen until dismissed. With this feature, you can: Undock and move out of the Microsoft Outlook window to another part of the screen or to a different monitor.

How do I access iManage control center?

Navigating from iManage Work Web to iManage Control CenterSelect your . Figure: User Settings.From the list, choose Control Center. You are now directed to the home page of iManage Control Center.

What does the blue dot mean in iManage?

Seamless offline experienceSeamless offline experience directly from the Office applications. A blue dot icon been appears for each user to indicate that changes were made to content they have working on or reviewing.

What is iManage Share?

iManage Share enables you to view document details such as tags, version comments, version history, and searchable status.

Who can delete a specific version of a document?

Only the Owner of the document can delete a specific version of a document.

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.

Product URL

https://www.konicaminolta.eu/eu-en/software/document-capture-management/document-navigator

Partner information

Scanshare is the company that puts you in control. From document scanning and management systems, to business workflow engines and cloud-based file storage, our products empower our partners to improve the productivity and efficiency of their clients' businesses.

What is iManage Share?

iManage Share enables you to view document details such as tags, version comments, version history, and searchable status.

Who can delete a specific version of a document?

Only the Owner of the document can delete a specific version of a document.

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1.Documents - iManage Control Center

Url:https://docs.imanage.com/cc-help/10.4.0/en/Documents.html

4 hours ago Select a document or email in the list to open it in the previewer. In preview mode, you view documents in your browser instead of opening them in their original program. You can perform …

2.Viewing Document Details and Versions - iManage Share …

Url:https://www.imanageshare.com/Help/en/Viewing_Document_Details_and_Versions.html

11 hours ago Ribbon bar: Select a document to see this option on the ribbon bar. Kebab menu: Select next to each document to see this option. Context menu: Right-click a document to see this option. …

3.Document Management System | Email Management …

Url:https://imanage.com/solutions/document-email-management/

17 hours ago : Flag the document as being in use. : Add or update a document version. : Download the document. : Displays the following options: : Add a comment for the document. If you have …

4.iManage - Checking in a Document checked out on a …

Url:https://community.spiceworks.com/how_to/150736-imanage-checking-in-a-document-checked-out-on-a-different-device

9 hours ago Viewing Document Details and Versions. iManage Share enables you to view document details such as tags, version comments, version history, and searchable status. Hover over the desired …

5.Document Navigator | iManage

Url:https://imanage.com/partner-products/partner-product/?productId=435&pn=Document+Navigator

27 hours ago  · Highlight the folder in FileSite. Go to View Tab. Go to View Setting. Make your changes. Save your changes (this will save the changes only for the workspace/folder you …

6.Downloading multiple documents from iManage Work

Url:https://www.youtube.com/watch?v=cZixDAb5Mgc

8 hours ago Learn about the key features of the iManage Work 10 document management system. Connect documents and emails in one secure resource. Organize information intuitively, by client, …

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