Insight+ displays the Collections tab only to administrators who are part of the INSIGHTPLUS_PRODUCT_MANAGER group. The tab includes a fixed, non-configurable set of filters, properties, and result fields.

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IMPORTANT:

  • Administrators who are members of the INSIGHTPLUS_PRODUCT_MANAGER group can view the Collections tab populated in iManage Insight+ Admin > General > Default filters for user profiles, and an empty Collections tab in iManage Insight+.

  • Users who aren’t administrators and don’t belong to the INSIGHTPLUS_PRODUCT_MANAGER group can’t view the Collections tab in iManage Insight+. Insight+ displays the Collections tab to all users automatically only when the administrator publishes a minimum of one knowledge collection. No additional configuration is required.

For administrators with permission to create and publish Knowledge Collections, the following filters, properties, and result fields are preconfigured and displayed in a fixed order. These can’t be modified.

Default filter panel

The filter panel displays the following fields in the following order:

  1. State

  2. Use Restriction

  3. Practice Area

  4. Industry

  5. Topic

  6. Client

  7. Jurisdiction

  8. Governing Law

  9. Language

  10. Type

  11. Work type

  12. Global

  13. Owner

  14. Contributor

  15. Content Contributor

  16. Create Date

  17. Last Edit Date

  18. Next Review Date

  19. Last Review Date

NOTE: Filters with no values don't display in the left side filter panel.

Default properties panel

The properties panel displays the following fields in the specified order:

  1. Last edit date

  2. Owner

  3. Industry

  4. Description

  5. Usage notes

Default results list and card view

The results list and card view displays the following fields in the specified order:

  1. Create Date

  2. Practice Area

  3. Topic

  4. Jurisdiction