NOTE:

The Forms feature is available in your iManage Work environment if the Forms page (Settings > Forms) is visible in iManage Control Center.

To perform operations on this page, the user signed in to Control Center must be a member of the NRTADMIN group, or be assigned to a role with Tier 2 Control Center privileges.

This feature enables you to customize the search forms and property forms for workspace, folder, document, and email, that appear in iManage Work client applications. You can define the properties and their order to be visible on the property forms, and hence control the order in which these properties are displayed in iManage Work client applications. For example, if you remove custom4 property in the documents properties, then custom4 property does not appear when users are editing document properties in iManage Work client applications.

For more information about properties and metadata, see Key Concepts: Metadata.

These properties appear in iManage Work client applications while performing the following actions:

Creating new workspaces, or uploading new documents and emails.
Editing existing workspaces, documents and emails.
Searching for workspaces, documents and emails in iManage libraries.

This section provides you information about the following:

Workspace, Folder, and Document and Email properties and search forms available for customization.
Customization tasks that can be performed on document/email and workspace properties .
Default and optional properties, and customization restrictions

Property Forms

To customize the property forms for workspace, folder, document, and email:

Select Settings > Forms > Properties tab to display the following page:

Figure: Properties

Types of Property Forms

On the Properties tab, you see the following property types:

Table: Types of properties and their objectives

Expand Table

Sub section	Objective
Workspace properties	Enables you to define the properties of the form that appears while creating a new workspace or editing/viewing a workspace in iManage Work client applications.
Folder properties	Enables you to define the folder properties, and in turn define the default properties for documents. When a new document is added to a folder in iManage Work client applications, it inherits folder properties so that users do not have to enter the property values manually.
Document and Email properties	Enables you to define the document and email properties that appear in iManage Work clients when a user is editing/viewing a document or email profile. Typically these properties should match the folder properties for consistency.

Search Forms

In this section, you will learn to customize the search forms for workspace, document, and email.

Select Settings > Forms > Search tab to display the following page:

Figure: Search

Types of Search Forms

On the Search tab, you see the following search forms:

Expand Table

Sub section

Objective

Document and Email Search properties

Enables you to define the document/email properties in iManage Work clients for performing advanced search.

You can remove Custom13-Custom16 and Custom21-22, if you do not store emails or capture any other data in them.

Workspace Search Properties

Enables you to define the default workspace properties available to users in iManage Work clients for performing advanced search.

Customization tasks

In this section, you will learn about the customization tasks available for property and search forms.

Select Properties or Search tab, click

Edit on the section you wish to customize, and perform the following tasks:

Table: Tasks

Expand Table

Task	Instructions
Delete	Select icon to remove a property from the list.
Reorder	Drag the property to the required location to reorder the list.
+Add new	Select the properties from the drop-down list to add.
Save	Select to save the customization.

NOTE:

For on-premises environments, after upgrading the iManage Work Server, you must save all the forms in Form Editor, even if they appear to have all the appropriate form fields. This ensures that forms are saved in the new format so that the client applications can consume them. If your organization is running in compatibility mode, it needs to use Dialog Editor for DeskSite and FileSite forms, and the forms defined on this Control Center page for all other iManage Work clients.

Default and optional properties, and customization restrictions

Table: Properties and their constraints

Expand Table

Section	Available properties	Cannot remove or reorder
Workspace Properties	Container Name Container Owner Container Description Create Date Default Security Where Used Custom1 Custom2 Subclass Custom3 - Custom30 Container Edit Date	Container Name Default Security
Folder Properties	Container Name Container Owner Container Description Class Subclass Custom1 Custom2 Author Container Edit Date Container Where Used Default Security Custom3 - Custom30	Container Name
Document and Email Properties	Name Document Number Version Size Last User Edit Date Author Comments Type Class Subclass Operator Create Date Default Security Status Checkout Location Where Used Related Documents Custom1 Custom2 Custom13-16 Custom21 Custom22 Alias Operator Type (Pseudo field to categorize documents as 'document', 'spreadsheet', 'presentation' or 'PDF') Comments Is Declared Is Archived Custom3 - Custom30 (Except 13-16, 21, and 22)	Name Document Number Version Size Edit Date Last User Default Security
Document and Email Search Properties	Name Keyword/Full Text Edit Date Custom1 Custom2 Custom13-16 Custom21 Custom22 Alias Document Number Version Author Operator Author/Operator Class Subclass Type (Pseudo field to categorize documents as 'document', 'spreadsheet', 'presentation' or 'PDF') Size Comments Create Date Is Declared Last User Is Archived Status/Checkout Where Used Custom3 - Custom30 (Except 13-16, 21, and 22)	NA
Workspace Search Properties	Container Name Container Description Author Custom1 Custom2 Subclass Keyword/Full Text Container Owner Container Edit Date Create Date Container Where Used Custom3 - Custom30	NA

iManage Work

iManage AI

iManage Security Policy Manager

iManage Extract

iManage Insight+

iManage Work

iManage AI

iManage Security Policy Manager

iManage Insight+

Control Center

Property Forms

Types of Property Forms

Search Forms

Types of Search Forms

Customization tasks

Default and optional properties, and customization restrictions

Need More Help?