The Views tab on the iManage platform page lets you customize attributes for the following objects in iManage platform for each library:

  • Documents

  • Emails

  • Matters

  • Custom1

  • Folders

NOTES:

  • To perform operations on the iManage platform page, you must be a member of the NRTADMIN group, or be assigned to a role with Tier 2 access to Control Center.

  • Settings configured in the Views tab apply only when users select List view in iManage platform. When Grid view is selected, these properties appear as columns in the grid, where users can customize, add, or remove properties directly within the UI. For more information, refer to List and Grid View.

Customize object views

  1. In iManage Control Center, browse to Work Clients > iManage platform, and then select the Views tab.

  2. Select the library you want to customize from the drop-down list at the top of the tab.

  3. In the Views Customization section, select the object tab for which you want to customize the view.

  4. Place the pointer over the sample object, and select the Edit image-20260812-092807.png icon. In edit mode:

    • Select Add to choose one or more fields from the drop-down list and add them to the view.

    • Hover over a field and select X to remove the field from the list.

    • Drag attribute fields to change their order.

  5. Select the Save icon-save.png icon to save your changes and disable editing.

    • (Optional) Select Apply changes to all databases to apply the same views to all libraries. This option is available only if there is more than one library.

  6. Select Save.

NOTES:

  • To revert to the default settings, select Restore Defaults.

  • A maximum of ten fields can be added to the view. However, if you add too many fields, the mobile view may not display correctly on smaller screens.

  • Workspace fields cannot be edited in the Documents view. As a result, the Documents view has only nine configurable fields.