The search result item in the iManage Insight+ search interface displays certain predefined metadata. The metadata displayed in the search result item 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 List view/Card view for a selected search result. You can configure different properties to be displayed as metadata in both the List view and the Card view for a content type (documents, emails, people, matters, and clients). The configuration procedure remains the same.
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 requirements.
On the Configuration page, select Content types.
Figure: Configuration page
On the Content types page, the content types list 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 Card view, select the Card view tab.
To go to the Edit: <Content type Name> - View settings page, select Edit next to View settings.
Figure: Edit option
The List view tab is displayed, by default. Alternatively, to define metadata properties for Card view, select the Card view tab.
Figure: Edit: <Content type Name> - View settings page
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, search for it using the Find properties search field. All such properties that are already added to the view type for the content type in the Available properties panel appear grayed out. For example, Author is grayed out as it's already an added property for the List view for the content type.Figure: Available properties pane
To remove a selected property, select
> Remove.
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 saved metadata properties are displayed on the search result item tile for Content Type View settings.
