The tabs visible in the search interface are configurable and provide context to the search.
INFO: Tabs are contextual. The Everything tab is the most generic tab and lists all documents in the active library that match your search query.
The Knowledge tab displays only published documents. All such documents are fetched from the Knowledge library, which contains a sub-set of documents present in the active library. Curation is a process executed in iManage Work in cloudimanage.com, where certain set of documents are considered and marked as representative documents. All such documents are moved to the knowledge library, curated, and published. The curation process passes through multiple stages, which include the In_Draft, Submitted, Rejected, Published, Retired, and Unpublished states. Only those documents that are published get displayed in the search results pane on the Knowledge tab. However, all the documents marked for curation and under various stages, including the Published stage, are displayed on the Documents tab and are identified by the label Knowledge in front of the document names.
In later releases, you can configure more tabs that'll list Matters, Experts, and Deals and will function in a way similar to the Knowledge tab.
Use this option to configure different search experiences as tabs in iManage Insight+ search interface.
On the Configuration page, select Tabs. It lists all the defined tabs.
Figure: Configuration page
To configure a new tab, select Edit.
In the Edit: Tab settings dialog, select Create new tab.
Figure: Edit: Tab settings dialog
In the New tab dialog, under Label, enter a user-friendly name for the contextual tab you want to create. This is a mandatory field.
From the Search experience drop-down list, select an option. This is a mandatory field.
Search & Find: For a generic search capability that includes all the content in the iManage Insight+ repository.
NOTE: You can select whether the Search & Find locator searches only the live iManage Work Server, or both the live iManage Work Server and the Knowledge Library.
Go to Tabs on the Insight+ Admin pages, select the relevant tab, and then slide the checkmark icon on the switch to Include Knowledge documents, or the X icon to exclude them.Figure: Turning on or off the option to include knowledge documents
Knowledge Search Experience: For specific searches for content within the Knowledge repository in iManage Insight+.
From the Icon drop-down list, select a relevant icon that represents the new contextual tab. This is a mandatory field.
From the Default sort option drop-down list, select the sort order for displaying the search results.
In Default view type, select between List view and Card view—that'll be the default display for search results.
NOTE: You can configure the order in which the tabs display in iManage Insight+ by dragging the tabs on the left using the reorder icon (
Select Save to add the tab.
This newly added tab is displayed on the tabs page and as a result, in the iManage Insight+ search interface.Figure: New tab (Matters) created
NOTE: If you move to another tab after entering the mandatory fields without saving the changes, they persist and when you return to the tab, the changes remain visible.
