Getting Started
Overview
Navigation
Company View
Folder View
Document View
Managing storage
Activity
User Access Levels
Trash Folder
Account Settings
Viewing My Space Used
Customizing My Profile
Editing My Information
Editing First Name and Last Name
Choosing Language
Using Email Delivery Notification
Changing Password
Editing Notification Preferences
Setting up two-factor authentication (2FA)
Viewing My Company Profile
Viewing Users
Viewing User Groups
Document Operations
Uploading a Document
Dragging to Upload a Document or Folder
Adding Document Version
Promoting a Document Version
Downloading a Document
Downloading Multiple Documents
Downloading a Previous Version of a Document
Sharing a Document
Sharing a Document Available in a Shared Folder
Securing a Document Share Link
Sharing a Document Available in a Private Folder
Setting an Expiration Date
Using the Trackable Feature
Using the Restricted (email list) Feature
Managing Downloads
Requesting Access to an Expired Document
Editing or Disabling Share Links
Searching for a Document
Managing Documents
Moving or Copying a Document to Another Location
Renaming a Document
Adding Document Tags
Viewing Document Tags
Adding a Tag to Multiple Documents
Deleting Document Tags
Adding or Deleting Document Flags
Viewing Document Activity
Creating a Document Shortcut
Viewing Document Details and Versions
Verifying if a Document or the Document Text is Indexed for Searching
Folder Operations
Managing Folders
Creating a New Folder
Creating a Sub-folder
Moving Folders
Copying a Folder
Renaming a Folder
Deleting a Folder
Viewing Folder Activity
Viewing Space Usage by Folder
Sharing Folders
Sharing a Folder
Enabling the Users to Re-share a Folder
Share Access Inheritance
Changing User Access Level on Sub-folder
Sending a Share Link to a Folder
Viewing Share Access to a Folder
Modifying Share Access to a Folder
Removing Share Access to a Folder
Subscribing to the Folder Notifications
Downloading a Folder
Using Send Upload Request
Using the Client EZ Drop Zone
Using Search
Basic Search Tips
Advanced Search Tips
Common Operations
Adding to Favorites
Using Filters
Sorting your Documents and Folders
Viewing Your Shared Folders
Viewing Your Shared Documents
For Administrators
Using the Dashboard
Working with Reports
Running Public Documents Report
Running Shared Folders Report
Running Document Activity Report
Running Content Admin Sessions Report
Running Folder Usage Report
Running Documents Last Modified Report
Downloading Groups Report
Downloading Client-Matter Usage Report
Downloading User Usage Report
Viewing Usage Summary
Viewing User Overview
Viewing User Usage
Using My Profile
Updating My Information
Viewing Your Usage Summary
Using Company Profile
Viewing Company ID
Viewing the Company Space Used
Editing the Contact Details of Company Adminstrator
Editing Settings Under Company Profile
Sharing
Enforcing document tracking and Share link expiration
Notifications
Theme
Password Length
Support
Session Timeout
Upload Request
Configuring the Upload Request
Storage Management
Enabling Content Administration
Enabling Single Sign-On (SSO)
Adding a Relying Party Trust
Adding Claim Rules for the Relying Party
Adding Rule to Identify the iManage Share User
Adding Rule to Identity the iManage Share Company
Configuring Just-in-Time Provisioning
Disabling login with user name and password when SSO is configured
Updating the Trusted Gateway Public Key
Enforcing two-factor authentication (2FA)
FAQs
Managing Users
Adding a User
Re-sending the Account Invitation Link
Adding Multiple Users
Modifying User Information
Blocking Users from Other Companies
Managing User Content
Reassigning User Content
Suspending, Reactivating or Deleting a User Account
Unlocking a User Account
Managing Groups
Creating a User Group
Downloading Group Membership Report
Adding User(s) to a User Group
Searching for a User within a User Group
Disabling, Enabling or Deleting a User Group
iManage Share Client Apps
iManage Share Plug-in
Downloading and Installing iManage Share Plug-in
Logging onto iManage Share Plug-in
Sending a Secure Link for iManage Work Document
Using Smart Attachments