You don’t need to add things like “FINAL OFFICIAL” at the end of your file names anymore since iManage has version control! With version control, you can easily manage, track, and keep your documents intact throughout their life, especially when working with others on drafts. You can quickly access and see previous versions, including who made changes and when, all from the Versions tab in the Show Details pane. You can save new drafts, email attachments, or locally stored files as new versions. Overall, version control in iManage Work helps reduce risks, saves time, and makes editing smoother by ensuring everyone works with the latest and correct version of a document.

To upload a new version via Work Web, locate the file you want to update and select Upload New Version from its kebab.

To save a new version of your document from within Microsoft Office, select Save As New Version from the File Group in the iManage tab of the ribbon. You can view the versions of your document in any Office application by selecting the Versions button in the Properties Group of the iManage tab. Click on the version to preview it. The Versions button is also located under the Home tab for easy access.

iManage also lets you compare versions of documents within Microsoft Office. Select the Compare button from the iManage ribbon. The Compare iManage Documents dialog box appears. Select the Original document and Revised document you want to compare and your Comparison settings. Insertions and deletions are always checked by default, but you can compare specific things like footers or formatting, too. Select whether the changes should be shown at the Character level or the Word level. Select whether the changes should be shown at the Original document, the Revised document, or in a New document.

Working documents evolve over time, with new versions being created, shared, and distributed. iManage Work keeps a snapshot of every change in the Timeline. You can see the full version history for each document in the Timeline, making it easy to view, compare, or even revert to earlier edits if needed. The Timeline also keeps a record of all the changes, which is handy for tracking who has accessed your document and for security. To check out a document’s Timeline, select  ‘Timeline’ from the kebab menu, whether you’re in Work Web or Outlook’s Work Panel. There is also a Timeline button in the iManage Ribbon in Microsoft Office.  

Actions you do in iManage Work, like uploading, viewing, or editing files, are called activities. The Timeline has four tabs showing different views of the document’s history: Activities, Users, List, and Versions. You can set a date range in each tab to see activities from a specific period.

You can view activity history as a list. If the document had multiple activities in an hour, you can expand or collapse the list by clicking ‘Show Activities’. If the document was copied, there’ll be a link you can click to jump to the new version. 

The ‘Users’ tab shows activity history by user. Just pick a user on the left to see what they did. 

The ‘Activities’ tab shows a bar graph of all the actions and interactions with the document. You can filter by activity type using the icons. 

You can view activity history for each version of a document too. Just select a version to see what happened then. If there is a kebab next to the activity of a previous version, you have the option to promote it to the latest version or download it. Keep in mind, versions only apply to documents, not emails.

Emory is finalizing an important budget proposal that's due tomorrow. Unfortunately, a colleague recently made updates and accidentally deleted a key paragraph. Emory checks the Versions tab in the Show Details pane, which allows her to quickly access previous versions of the document and see who made changes and when.

She opens the document and navigates to the Timeline view, then selects the Versions icon. From there, she locates the version where the deletion occurred and clicks Show Activities. In the activity list, Emory finds the modified version, clicks the kebab menu, and selects Promote previous edit to latest version. Just like that, the missing paragraph is restored in the most current version of the proposal.

With version control in iManage Work, Emory avoids delays and ensures accuracy. It minimizes risk, saves time, and streamlines collaboration by keeping everyone aligned on the latest and correct version of a document.

iManage lets you control who has access to your files. To view the security of a file, go to the Security Tab of the Show Details Pane. The default security determines the initial level of access required in order to work with the document, email, Matter, or folder. If set to 'Public', anyone can access and work with the content. 'View' allows other users and groups to access the content but not edit it. If set to 'Private', you can set the level of permissions for individual users and groups. You can add Users and Groups by entering their names in the Search field and selecting them from the list. Once added, you can determine if they should have Full access, read-only access, or read-write access. Select the Save button at the top of the Security tab when finished to save your modifications.

The Properties tab of the Show Details pane allows you to view and edit the Properties of documents, emails, matters, and folders. When viewing an iManage document in Microsoft Word, Excel, or PowerPoint, you can easily access its properties in the ‘iManage’ ribbon. You can edit the file’s author, class, or custom fields and view when it was created or modified. Common actions include renaming the file, as shown here. The Properties panel is also handy for seeing where an item has been filed. Note that any fields you can see and edit within the Properties panel are the same fields you can search against in Advanced Search.