The Properties panel on the search results page displays certain predefined metadata for the selected search item. The list of metadata displayed can be configured in iManage Insight+ administration interface.

As the iManage Insight+ Administrator for your organization, you can configure the metadata to be displayed in the Properties panel for a selected search result. 

NOTE: iManage Insight+ comes with pre-configured metadata properties for each of the different content types (documents, emails, people, matters, and clients) it supports. You can edit these properties as per your requirement.

  1. On the Configuration page, select Content types.

    content types.png

  2. On the Content types page, the list of content types is displayed in the left navigation pane.

    Content types page.png

  3. To view the metadata properties defined for a content type, select the content type. The List view tab is displayed by default. To view the metadata defined for the Properties panel, select the Properties panel tab.

  4. To go to the Edit: <Content type Name> - View settings page, select Edit next to View settings.

  5. You can view the Available properties in the right navigation pane, from where you can select the required properties by either dragging them into the center pane or by selecting Add next to the property name.
    If you know the property you're looking for, you can search for it using the Find properties search field. All properties that are already added to the view settings for the content type in the Available properties panel, appear grayed out. For example, Author is grayed out as it's already a property added in the Properties panel for the content type.

  • NOTE: To enable iManage Insight+ Matter Locator (Matter Search) feature, you must have an Insight+ Professional Tier license for your organization. This will allow you to add matter-specific metadata for Matters, documents, and Everything locator. To activate this feature or for more information, contact iManage Support.
    You can add matter-specific metadata to the right-hand side Properties panel for matters, and also choose to add any matter metadata, for example matterID, mattername, mattervalue, and so on, to all documents and Everything locator to be displayed on the right-hand side Properties panel. The Matter metadata is sourced from the organization’s business systems through integration with the data warehouse.

    This feature provides a comprehensive view of matters with results, enabling quick access to the Matter Dashboards. For example—selecting the matterID in the right-hand side Properties panel directly links you to the Matter Dashboard.

    ML-CT-metadata.gif

  1. You can also remove a selected property by selecting Kebab icon.png > Remove next to the added property name.

  2. You can turn on or turn off the visibility of the icon and name per property. Select Kebab icon.png and then toggle the respective sliders—left to turn off the feature, and right to turn it on. The application displays the Alias by default, but you have the option to display the description as well. However, if the Alias, and the Description are the same, it'll result in duplicate information being displayed.

  3. You can further configure the order for the selected parameters to be displayed in the user interface by selecting Reorder icon.png next to the property and dragging it up and down the rows.

  4. After completing the required actions on the page, select Save. The metadata properties you saved are displayed in the Properties panel for the search result item.