NOTE: To view or perform operations on the Forms page, the user signed in to iManage Control Center must be:

  • a member of the NRTADMIN group in at least one library, or be assigned to a library role with Tier 2 Control Center privileges.
    AND

  • assigned to a Global role with the Setting Management privilege.

This feature lets you customize the Workspace, Folder, Document, and Email search and properties forms 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 the custom4 property in the Documents and Emails properties form, the custom4 property doesn't appear when users are viewing the properties of Documents or Emails in iManage Work client applications. 

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.

For more information about properties in iManage Work, refer to Key Concepts: Metadata.

This section provides information about the following:

Workspace, Folder, Document and Email search and properties forms

To customize the property forms for Workspace, Folder, Document and Email:

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

Types of Property Forms

On the Properties tab, you will see the following Properties forms:

Sub-section

Objective

Workspace properties

Lets you 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

Lets you 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 don't have to enter the property values manually.

Document and Email properties

Lets you 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

To customize the search forms for Document and Email and Workspace:

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

Types of Search Forms

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

Sub-section

Objective

Document and Email Search properties

Lets you define the Document and Email properties in iManage Work clients when users perform an advanced search.

You can remove Custom13-Custom16 and Custom21–22, if you don't store emails or capture any other data in them.

Workspace Search Properties

Lets you define the default Workspace properties in iManage Work clients when users perform an advanced search.

Customizing property and search forms

To customize property and search forms, select the Properties or Search tab, then select the

icon-edit.png
icon on the form you wish to customize.

The following table lists the actions available to customize these forms.

Table: Tasks 

Task

Instructions

Delete

Select the 

icon-cancel.png
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. 

Default and optional properties, and customization restrictions

Properties with an asterisk (*) can't be removed from forms, and their order within the form can't be changed.

Workspace Properties

  • Container Name *

  • Container Owner 

  • Container Description

  • Create Date

  • Default Security *

  • Where Used

  • Custom1

  • Custom2

  • Subclass

  • Custom3–Custom30

  • Container Edit Date

Folder Properties

  • Container Name *

  • Container Owner

  • Container Description

  • Class

  • Subclass

  • Custom1

  • Custom2

  • Author

  • Container Edit Date

  • Container Where Used

  • Default Security

  • Custom3–Custom30

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)

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)

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