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ASI is an award-winning iManage Implementation partner with over 20+ years experience with iManage (formerly HP Autonomy / FileSite, DeskSite / Interwoven). We help with Enterprise Content Management (ECM) and DMS migrations and custom solutions for imanage and IDOL. We specialize as well in Cloud Security and Information Governance. 

Search Tips for iManage Work 10

By Jennifer Parker | June 24, 2020 |

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.) 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: 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…

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iManage / ECM Receive Implementation and Custom Solutions for your firm's ECM and DMS needs from an award-winning iManage Implementation partner with over 20+ years experience.
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