To add iManage AI Enrichment properties to the Advanced Search form in iManage Work Web, letting users search for documents using these properties:

  1. At the top of the Forms page, select the Search tab.

  2. In the Document and Email Search Properties section, select the edit icon-edit.png icon.

  3. Add each of the following properties:

    • Category (imanage_ai.category)

    • Agreement Date (imanage_ai.agreement_date)

    • Parties (imanage_ai.parties)

    • Governing Law (imanage_ai.governing_law)

    • Jurisdiction (imanage_ai.jurisdiction)

    • Heading (imanage_ai.heading)

    • (Optional) Enrichment Date (imanage_ai.enrichment_date)

    • (Optional) Enrichment Status Code (imanage_ai.enrichment_status_code)

    • (Optional) Enrichment Version (imanage_ai.enrichment_version)

NOTE: The Enrichment Disabled property isn't searchable, so it isn’t included in the properties added in this step.

  1. Drag these properties into the desired order in the dialog.

TIP: If you have existing properties for some of this information, it’s useful to arrange these together for easy comparison. For example, place Parties (imanage_ai.parties) before or after an existing property that shows internal parties.

  1. Select Save.

  2. If you have multiple iManage Work libraries, perform the same steps in every library.
    To switch to a different library, use the library drop-down menu at the top of the Forms page.

  3. Sign in to iManage Work in a browser and confirm that the properties you added are now available in the Advanced Search when you select Add another field.

NOTE: If newly configured properties don't appear immediately, refresh the browser to ensure the latest configuration is displayed.

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