Knowledge Center

Service Desk Menus

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  1. Access the Database Menu
    1. Locate the Database drop-down menu at the top right of the screen.

    2. Select a library from the list. All libraries available to the iManage Service account are shown.
      • This menu is not based on the user logged in, but on the Service Account.
  2. Open User Settings
    1. Go to the top right of the screen and find the User Settings menu under your name.

    2. Choose User Settings under your user profile.

      A screenshot of a computer

AI-generated content may be incorrect.
  3. Set Default Tabs and Library
    1. Select which tabs to load when the application launches:
      • Workspaces
      • Folders
      • Documents
      • Tasks
      • Trash
      • Users
      • My Matters
      • Groups
    2. Choose a default iManage library if desired.
    • Note: Each time you refresh your browser, the default tabs will launch.
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