Matter Search feature makes it easy to find matters or projects by searching for their name, description, or ID. You can filter results using specific Matter characteristics. Matter Dashboards highlight key criteria, giving a quick overview of each Matter along with its related documents and emails.

NOTE: To enable iManage Insight+ Matter Locator (Matter Search) feature for your organization, you must have an Insight+ Professional Tier license. If you don’t see it, contact your Insight+ administrator.

To use Matter Search in iManage Insight+:

  1. Select the Matters tab.

  2. Enter your query in the Search bar or select a recent search. You can search for Matters by name, ID, or description.

  3. Select Enter/return key, or select the search icon.
    For more information about filtering search results, and using Advanced search, refer to Searching content using the search interface and using advanced search.

  4. Select a matter by selecting on the tile in the results list to display the right-hand Properties panel, which will show the key matter metadata. Select the Matter name link to access the Matter Dashboard. Refer to Step 5.

  5. For the selected matter, right-click or select the kebab menu to perform the following actions.

    • Matter dashboard: Select this to get an overview of the key information for the selected matter.

      • The Dashboard tab displays key information about the matter, such as Description, Open & Close Dates, and other details selected by your organizations Insight+ Administrator.

      • Select Documents & Emails tab to view all documents and emails related to that matter. Right-click or select the kebab menu, and then select:

        • Preview: To open the document or email in the preview mode on the Preview page.

        • Open: To perform one of the following two tasks:
          - Edit: Opens the selected version of the document or email in edit mode and lets you update the content.
          NOTE: The document or email will open in read-only mode, if you don’t have sufficient permission.
          - View in Work: Opens the selected version of the document or email in iManage Work.

      • Download: To save a copy of the selected matter document or email on your local device.

      • Copy link: To copy the document or email URL and then share it with someone else.

      • Versions: To open the list of the document and email versions in the Versions panel. Items can have more than one version saved in the repository. iManage Insight+ provides this option to access specific versions of these documents and emails.

      • Add to Favorites: To add the document or email to your Favourites list. Alternatively, select the starstar-favourites-matter-dashboard.png icon available on the card.

      • Properties: To view the document and emails properties in the Properties panel.

    • Copy link: Select this to copy the selected matter URL and then share it with someone else.

    • Properties: Select this to view the metadata properties of the selected matter.

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