Select a tile or scroll to get started
Understanding how my files are organized
Understand the concepts of how iManage Work organizes your files for familiar and efficient file management.
Explore the organization interface
Learn how iManage Work provides tools to explore Recent Matters/Workspaces, and allows you to create, share, and view lists.
Working with your Matters/Workspaces
Discover how to effectively work with your Matters/Workspaces, including creation, adding to personalized lists, and sharing with others for efficient collaboration.
Access your content with one-click
Explore how you can access your most frequently used files, folders, Matters/Workspaces, and more with just one click with My Favorites.
Tie your content together
Uncover how you can create relationships between documents using references and relating documents to each other.
Organizing in action
See how Law Firm and Corporate Professionals have streamlined their workflows with organization techniques.
Law Firm Professionals
Organizational concepts
iManage Work organizes your files in a way that's familiar, efficient, and optimized for how you work.
Corporate Professionals
Organizational concepts
iManage Work organizes your files in a way that's familiar, efficient, and optimized for how you work.
Law Firm Professionals
Exploring the Matters interface
Side Navigation & Tree View
Both My Matters and Recent Matters are available in the iManage Work side navigation in iManage Work Web and Work Panel in Outlook:
-
- My Matters shows Matters you've added to your My Matters list, and gives access to lists shared by others.
- Recent Matters shows Matters you've interacted with in the past 30 days, and gives access to lists shared by others.
Expand in Tree View to reveal contents and access your files efficiently:
Corporate Professionals
Exploring the Workspaces interface
Important!
Workspaces is a generic term. Your administrator may have set iManage Work to display a different label, for example 'Projects', 'Deal', 'Engagement', or similar.
Side Navigation & Tree View
Both My Workspaces and Recent Workspaces are available in the iManage Work side navigation in iManage Work Web and Work Panel in Outlook:
-
- My Workspaces shows Workspaces you've added to your My Workspaces list, and gives access to lists shared by others.
- Recent Workspaces shows Workspaces you've interacted with in the past 30 days, and gives access to lists shared by others.
Expand in Tree View to reveal contents and access your files efficiently:
Law Firm Professionals
Working with Matters
Depending on permissions, you can create new Matters, apply a Template, set Matter Properties and Security. Learn how to do this, as well as how to share your My Matters and Recent Matters lists.
Corporate Professionals
Working with Workspaces
Depending on permissions, you can create new Workspaces, apply a Template, set Workspace Properties and Security. Learn how to do this, as well as how to share your My Workspaces and Recent Workspaces lists.
My favorites
Favorites are a digital fast lane for your most used files. Adding files, emails, folders, Matters or Workspaces to your My Favorites list keeps them one click away. This saves time and effort in locating content you use frequently. For example, you may want to add a report that you update weekly or a document you use regularly to your My Favorites list.
Tip!
Did you know that you can create categories in your My Favorites list? Categories can help you organize your list to make it work for you. Select a category, or create a new category, when adding an item to your favorites.
Document relationships
Your files are not an island. Often, documents relate to other documents, or belong in more than one location. iManage Work provides the tools to manage these relationships.
Relating
Relating documents establishes a connection between related materials. For example, you may have a contract that is saved to iManage Work, but you also have a number of contract addenda which are also saved. Relating these documents helps you link together documents with a common purpose, theme, or project.
Referencing (Add to Folder)
Referencing documents (also known as Add to folder) makes single document available from more than one location in iManage Work, making the document accessible from multiple locations without creating duplicates. This ensures the document is only stored once in iManage Work, reducing storage space required, removing redundancy, and ensuring document updates are automatically reflected in all places.
Tip!
You can drag and drop a document from anywhere in iManage Work to the Tree in the side navigation to move it. If you hold <shift> (or <command> in macOS) on your keyboard while dragging, a reference will be created instead.
Organizing in Action
Law Firm Professionals
See how these users are transforming their workflows with My Matters and My Favorites in iManage Work.
Corporate Professionals
See how these users are transforming their workflows with My Workspaces and My Favorites in iManage Work.