• The component auto-detects and maps itself to a workspace on the iManage work server based on the object's configuration. Every record can be associated with one or more workspaces in iManage Work.
• Files can be uploaded to your iManage workspace folders via drag-n-drop or from a file selection dialog.
• The list of files and folders is displayed to the user for easier operation. Users can drill down into folders with a simple click.
• The component supports manual linking and unlinking of a root iManage Workspace or Folder (when enabled by permission), allowing users to override automatically configured workspace associations for a record.
• A new tab/folder or a set of folders can be created using the workspace templates from within the component interface.
• Preview your documents or open your workspace/folders directly in iManage.
• Seamlessly check a document out and back in with iManage Work for desktop. A document can be checked out by simply double-clicking on it.  The document will open in a local client application, where changes can be made and then saved to iManage with auto-check-in.
• Users can follow workspaces to track and receive notifications of changes, such as new or updated documents added or updated within those workspaces.

1. Displays the logged-in user's basic information, such as name and email.
2. Workspace follow/unfollow toggle for receiving notification updates. This toggle appears when notifications are enabled in iManage Notifications. Follow this link for more details.
3. An action button for the user to log out.
4. The Workspace Actions menu provides quick access to actions you can perform within the current workspace or folder. The available options may vary depending on your permissions.

Create a Folder - Create a new folder inside the currently displayed workspace or subfolder.

Create a Tab - Create a new tab within the current workspace. This option is available only at the workspace level and is not displayed inside folders.

Create Folders From Template - This option appears when predefined folder templates are available. When enabled, it lets you create a structured set of folders with one action.

Add to My Favorites - Add the current workspace to your My Favorites list. You can optionally assign the workspace to a category to organize your favorites.

Manual Mapping - The Manual Mapping options allow users to override the default workspace association for a Salesforce record by manually linking the record to an iManage Workspace or Folder. These options appear in the Workspace Actions menu when the required permissions are enabled.

Link to a Workspace or Folder - Allows users to browse and select a root iManage Workspace or Folder to associate with the current Salesforce record. The file list refreshes automatically, and the selected location is saved when the record is reopened.

Clear Manual Link - Removes the manually linked Workspace or Folder. The record reverts to its default workspace configuration (if configured), and the file list refreshes accordingly.

5. A basic breadcrumb informational bar to display the current folder path from your base workspace.  Each folder can be selected to jump directly into. Clicking the folder icon in the breadcrumb will take the user to iManage Work.

6. A user can select a file to upload or drag-and-drop a file into the current folder.

7. A list of files and folders from your connected iManage Workspace.

8. An action menu to sort the list of files or folders.

9. A row action menu containing various action items available on files and folders displayed within the component.

1. Open - Open a document on your local work machine in the respective client application.
2. Preview - Open the document's preview directly in iManage.
3. Download - Download the document.
4. Upload New Version - Upload a new version of the document.
5. Checkout - Check out the document and edit it in the respective client application on your work machine. The checked-out document is unavailable for anyone else to edit during this time.
6. Checkin - Checkin a document.
7. Unlock - Override another user's checkout lock.
8. Add to My Favorites - To add the workspace, document, or folder to your My Favorites list. Users can optionally add the favorite shortcut to the specified Categories using this action.
9. Version History - View the document's version history.
10. Timeline - View the timeline of actions undertaken for the document.
11. Properties - View the document's properties.