Professionals who require upskilling in iManage Work functionality, and with responsibility for designing implementation details of iManage Work systems such as Templates, Workspaces and Metadata specifically in the iManage Cloud.







Following completion of the training you are invited to register for the iManage Work Cloud Fundamentals certification exam.

On passing the exam, you'll be able to claim your iManage Work Cloud Fundamentals badge. Learn more about badging here.




This training is around 50% practical - you will gain experience in iManage Work 10 client functionality including Search, Email Management, Document Versioning and more. Additionally, hands-on is provided for Workspace Design and Creation, iManage Refile Service, and Desktop Client customization.

Verify your system will be suitable for our hands on labs at this link: https://imanage.selfpaced.training/precheck




Self paced training is designed to be consumed at your own speed, enabling you to consume content and work on lab exercises on your own schedule. For this course, iManage recommends allowing a minimum of 10 hours to consume all courseware and complete lab exercises.




useiManage subscribers can utilize their self-paced training entitlements to register for this course and certification exam.


For more information on useiManage, visit https://registration.imanage.com/pages/useimanage


Expand sections below for an explanation of module contents.



Introduction to the iManage Work Cloud Fundamentals program.

Module 1 - Introduction to iManage Cloud


Introduction to the iManage Cloud platform, including products and deployment options.

Module 2 - Search 101


A deep dive into the simple and advanced search capabilities of the iManage Work platform.

Module 3 - Email Management 101


A deep dive into the email management capabilities of the iManage Work platform.

Module 4 - iManage Work Web


Discover the capabilities of iManage Work 10 Web and how its browser-based interface makes managing documents easier than ever. By reviewing self-paced learning content and completing hands-on lab exercises, this module equips you with the knowledge and skills needed for the successful use of Work Web.

Module 5 - Document Versioning 101


A deep dive into document versioning, as related to the iManage Work platform. This includes the benefits of versioning, and why it's important to understand these capabilities.

Module 6 - iManage Work Desktop for Windows


Learn the iManage Work seamless integration with Microsoft Word, Excel, PowerPoint, Outlook, and Adobe Acrobat. The narrated content allows you to learn at your own pace. At the same time, you receive hands-on experience through lab exercises. The iManage Work Desktop for Windows module gives you the confidence you need for efficiently and productively using iManage Work’s most recognized desktop client.

Module 7 - iManage Work Desktop for Mac


Expand your iManage Work expertise to Apple products. With a familiar interface in a Mac native application, and integration with Office for Mac, iWork, and Preview, the iManage Work Desktop for Mac module helps understand the usage of iManage Work for macOS.

Module 8 - Other Work 10 Client Introductions


This module covers other Work 10 options, beyond Work Web, Desktop for Windows and Desktop for Mac. Included for discussion are the capabilities and beneifts of: iManage Drive for Windows and Mac, iManage Work for Gmail, iManage Work for Google Workspace, iManage Work Mobility for iOS and iManage Share.

Module 9 - Introduction to Control Center


iManage Control Center is designed to speed up administration of the iManage Work platform, by offering an intuative and easy to use web interface. This module covers all you need to know about iManage Control Center, with a focus on administering iManage Work 10.

Module 10 - Workspace Design and Creation


Understand workspace anatomy and apply best practices to design an iManage Work platform that meets your organization's needs.

Module 11 - Refile


This module discusses Refile in the context of Cloud iManage. Students will understand the differences between Metadata and Security Refile, as well as the improtance of each application. Configuration of Refile from iManage Control Center is covered, along with how Refile handles multi-reference documents.

Module 12 - CMEK


CMEK for the cloudimanage.com endpoint introduces a new architecture for customer managed encryption keys. This module covers the default encryption architecture, along with a detailed look at how CMEK allows customers to manage their own keys. Dual Party Trust is covered, along with key rotation and the steps required to implement CMEK for your customer.

Module 13 - Customizing Desktop Clients


Learn how iManage Work Desktop for Windows and iManage Work Desktop for Mac can be customized to suit your organizational needs and requirements. Additionally, you will learn how customizations can be applied uniquely to Users with varying requirements and needs.

Module 14 - Admin Utilities


This module covers the purpose and use of Admin Utilities such as Metadata Loader and Directory Service Sync in the cloud.

Module 15 - Introduction to iManage Threat Manager


An introduction to iManage Threat Manager, helping you understand the product capabilities, usecases and how it can be used to protect sensitive information against internal and external threats.

Module 16 - Introduction to iManage Security Policy Manager


An introduction to iManage Security Policy Manager, helping you understand the product capabilities, use cases and how it can help to protect content.


Select below to register for training or the certification exam.