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.
On the Configuration page, select Content types.
Figure: Configuration page
On the Content types page, the list of content types is displayed in the left navigation pane.
Figure: Content types page
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.
To go to the Edit: <Content type Name> - View settings page, select Edit next to View settings.
Figure: Edit option
You can view the Available properties panel 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 such 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.Figure: Available properties pane
You can also remove a selected property by selecting
> Remove next to the added property name.
Figure: Remove selected property
You can turn on or turn off the visibility of the icon and name per property. Select
and then toggle the respective sliders—left to turn off the feature and right to turn it on.Figure: Icon and name sliders
You can further configure the order for the selected parameters to be displayed in the user interface by selecting
next to the property and dragging it up and down the rows.
Figure: Reorder sequence of metadata properties
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.
