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Get around in iManage Work
Take a tour of iManage Work and learn how to navigate iManage Work using Tree View, the kebab menu, and setting of the Default Tab so your most used content is front and center.
User & Folder icons
Learn how iManage Work represents different user and folder types with icons, speeding up your workflow.
iManage Work in your Inbox
Explore how iManage Work Panel in Outlook puts document management in your inbox to increase your efficiency when working with email.
View your files without downloading
Quickly view files without downloading or opening them by using Preview.
Take the next step
Comfortable with the iManage Work interface? Take the next step by learning key features of the platform.
Getting around in iManage Work
Take a tour of the iManage Work interface and explore key elements like Side Navigation, Tree View, the Kebab Menu, and much more.
Tip!
iManage Work Web and Work Panel in Outlook share an interface. Once you're familiar with iManage Work Web, you'll be ready to hit the ground running with Work Panel.
Setting the default tab
The tab displayed when you log in to iManage Work is known as the Default Tab. Prefer to see your Recent Matters/Workspaces or My Favorites tab instead of Documents? No problem, you can set that from the User menu.
iManage Work icons
iManage Work uses icons to represent the the content and security permissions of folders.
Empty folders contain no files or other content.
Folders with contents contain at least one subfolder, document, email, or other file.
Empty folders not inheriting permissions contain no files or other content and do not inherit security from their parent container.
Folders with content not inheriting permissions contain files or other content and do not inherit security from their parent container.
Folders with an external user indicate at least one external user has access.
Folder shortcuts provide quick access to folders in another location.
iManage Share folders provide quick access to a folder from iManage Share within iManage Work.
Search folders provides access to content returned from a saved search.
Tabs help to organize folders within a Matter or Workspace.
Tabs not inheriting permissions help organize folders within a Matter or Workspace and do not inherit security from their parent container.
iManage Work uses icons to represent the access and security permissions of users.
Users are represented by their profile picture or their initials if no picture is available.
Disabled users are those who can no longer login or access iManage applications.
External users are members of an 'External Group' -- typically external contractors or consultants. They have different default security permissions than Users.
Users restricted by security policy cannot access specific content due to a policy defined using iManage Security Policy Manager.
iManage Work in Outlook
Explore iManage Work in Outlook with the Work Panel, helping you be more efficient when working with email.
Tip!
Supercharge your productivity by undocking the Work Panel to resize and move to another location, like a second monitor.
Preview your files without downloading or opening
Quickly view files with Preview, without downloading, checking out, or opening them for editing.
Next steps
Comfortable with the iManage Work interface? Move on to iManage Work Feature Foundations to learn how key features can help make and keep you productive.