The Matter Locator (Matter Search) Dashboard gives an overview of the selected matter by displaying key metadata about the matter.

NOTE:

  • iManage Insight+ comes with pre-configured metadata for the Matter Search Dashboard.

  • You can add a maximum of eight properties for each of the sections.

  • You can use the Enable toggle switch, from the kebab menu, to customize the display of each section in iManage Insight+ Matter locator (Matter search) Dashboard.

  • Section names are editable.

To configure the Dashboard:

  1. In iManage Control Center, browse to EXTENSIONS > iManage Insight+ Admin > Dashboards.

  2. Select Matters.

  3. Next to Search tab, select Edit.

  4. In the Edit: Search tab dialog, from the Search tab drop-down list, select Documents.
    NOTE: The Search tab will display the name configured in your iManage Insight+ Admin settings.

  5. Select Save.

  6. Next to Dashboard settings, select Edit.

  7. In the Edit: Matters - Dashboard settings dialog, add the Available properties relevant to the following sections. For more information on how to add properties, refer to Add properties to sections.

  • Matter description

  • Key contacts

  • Key dates

  • Key details

  • Other details

Add properties to sections

  1. From the Available properties panel, hover over the required property, and then select Add or the drop-down list, or drag and drop the property.

  2. In the ADD TO SECTION dialog, select the section you want to add the property to.

NOTES:

  • Sections that appear grayed out must be enabled first to add a property.

  • Properties that have already been added to a section, appear grayed out.

To remove a selected property, select remove-CC.png next to the added property name.

  1. Select Save all.

    ML-CC-configuration.gif