Create and Save
What is the difference between saving to iManage versus your desktop?
iManage is centrally stored on the cloud and accessible to others with permissions; desktop is local (only on your device).
Which view option allows you to customize your displayed properties?
Grid view.
What is the main purpose of versions in iManage?
To keep a history of changes to a document.
What’s the advantage of sharing a link instead of sending an attachment?
Saves directly to iManage, perfect for collaboration, and ensures everyone accesses the latest version while maintaining security.
How would you manually check a document back in?
1) From the kebab, select More Actions and then Check-In.
Note: Under Documents, there is a Checked Out Documents tab.
How do you modify the iManage document title through Word?
From the iManage tab, select Properties. Select in the title field to edit.
What type of search allows you to use multiple filters, like document type, author, or date modified?
Advanced Search
Where can you see all versions of a document?
Properties panel > Versions tab.
What are three ways to file emails from your inbox to in iManage?
Linked Folders, Email Management Toolbar, Drag and Drop to the Work Panel.
How do you view the document activity.
Timeline
Explain Save & Sync and why you would use it?
Save & Sync saves the changes directly to iManage without having to check the document back in.
One example is if you leave the application open overnight and do not want to lose your changes.
Another example, if you are not ready to check the document back in but someone else wants to view the updates.
I'm searching for a document by Doc ID but I am not getting any results, what am I doing wrong?
Nothing! You probably do not have permission. Check with the document author.
True or False: If the latest version of a document is a PDF, you can still use “Compare to Latest.”
False.
What feature in Outlook allows you to file an email to iManage at the same time you send it?
Send and File
I accidently deleted a document, how do I retrieve it and all of its versions?
Trash > Restore all versions.
What is the iManage feature in Outlook that helps you quickly find the right workspace or folder to file emails, attachments, and documents?
Work Panel
Where can you find the iManage search operators?
Search - view search tips (?)
If you delete a version of a document, what happens to the version numbers—are they replaced or updated to maintain sequential order?
The deleted version number is skipped; version numbers are not replaced.
I created a co-author session, how do I now share it with others?
Copy the URL and share it!
I am trying to compare documents through Litera in iManage but it is not working, what am I doing wrong?
If you are not classified as a Legal Assistant or Attorney, you may not have Litera Compare installed. Check your system, and then install via the Software Center.
1) How can you move files to a different folder or workspace?
2) What is the importance of Tree View when moving documents?
1) Select documents > Move.
2) Expanding the tree structure to drag and drop files to a new location.
How can you save a commonly used search?
Save Search option.
How do you upload a document as a new version to an existing document in iManage?
Select the File tab → New Version → search and select the document you wish to version. This creates a new version while keeping it linked to the document’s version history.
How would you share a document with someone in Teams?
Either copy the iManage link and paste it in Teams, or use the iManage integration within Teams.
Timeline, versions.