Search Tips for iManage Work 10

Search Tips for iManage Work 10

There are several different ways to search in iManage. If you know detailed information about the document or case you need, you can enter that information directly into the search function’s fields. If you are looking for an exemplar or a starting point for a new document, start your search broad and then narrow as needed. The following are search tips you can use to more effectively utilize the Work 10 web client.

Using the Work 10 Web Client

Quick Search

Quick Search is best used in the following scenarios:

  • You know the name or internal control number of the document, email, author, matter or client
  • You want to conduct full-text searching
  • You are searching within a container, such as a specific workspace or folder inside a workspace
  • You want to be able to get broad results and filter them down using metadata attributes (author, case, application type, date, etc.)

Search Tips for iManage Work 10

Some tips with Quick Search:

  • The function defaults to only searching “title,” but you can change your personal default to Keyword with the Set as Default This is a sticky setting.
  • It has “Smart Search” capabilities so if you start typing a name it will remove number as an option.
  • Make sure you are searching in the right container – documents, matters, clients, etc. iManage will generally default to the container you are in when you start the Search.
  • You cannot search both documents and emails simultaneously from Quick Search.
  • Multiple search fields can be strung together to refine your search (see above)
  • Use Boolean search terms for more complex searching
  • Use the right-hand filters to narrow your results

Filters

  • Filters can be used to narrow contents within a folder or search
  • If in Grid or Tree View, filters are not clearly displayed and must be activated using the following icon in the upper right:Search Tips for iManage Work 10
  • Filters will show the top five results in any metadata field based on results. If additional metadata is desired for the filter, you can type ahead to find the value.

Advanced Search

Advanced Search is best used in the following scenarios:

  • You want to search for documents and emails simultaneously
  • You want to search for folders
  • You want to search using advanced metadata fields
  • You want to save a search

Some tips with Advanced Search:

  • Only available in Web Client, not the Outlook panel
  • All document metadata is available for searching
  • Adds a folder search, but with few available fields
  • Can search both documents and email simultaneously
  • To see additional results switch from Personalized to All
  • Can save searches, but only if showing All and not Personalized results
  • Email To and From fields are full text. Put an address in quotes for an exact match.
  • Use Boolean search terms for more complex searching

Folder Indicators:

  • If a folder is empty, it will show as white/clear
  • If a folder has content it will show as yellow/manilla
  • Content is not necessarily a document, but may instead be another folder or saved search
  • This is true in all views – List, Grid and Tree

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THIS BLOG POST IS BY
Jennifer Parker is the Chief Experience Officer at Adaptive Solutions. She has been working in the legal industry for over 20 years. In her role as Chief Experience Officer, Jennifer is responsible for customer relations, business development, partner relationships, and leads the Business Analyst team. In addition to this leadership role, Jennifer’s focus is on assuring that the client’s business needs drive the technology selection, design, and implementation. She is an industry leader in user adoption and works with Adaptive’s clients to assure maximum user acceptance. Before joining Adaptive in 2015, Jennifer was a “hands-on” business and IT professional in-house in both AMLaw 100 and 200 Law Firms, serving as Director of Project Management, User Support, and Training. Jennifer’s projects have included general technology assessments, user interviews, ECM system evaluation and selection, iManage Work implementations, upgrades, and re-designs, iManage Records Manager implementations, and evaluations and implementations of scanning solutions. Jennifer can assist clients with both on-premises and cloud-based solutions and has worked in both large and small law firms as well as corporate legal departments. Jennifer received her BA, summa cum laude from Bryn Mawr College, her MBA from the Haas School of business at Berkeley and is a certified Project Management Professional. When not pre-occupied with business activities Jennifer spends her time at the ice rink with her two children. Jennifer also enjoys travel and has visited 12 countries on 4 continents.

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