All the navigational elements listed here are configurable through the iManage Insight+ Administration page in iManage Control Center.
iManage Insight+ landing page
NOTE:
This feature is organization specific. To request this feature, contact the iManage Insight+ administrator in your organization.
In this section, you can familiarize yourself with the various navigation elements on the iManage Insight+ landing page.
Your administrator can configure a landing page for the iManage Insight+ application, which will help you browse to particularly important content, or content organized around specific teams of practice groups. This browse interface is important for many knowledge lawyers like you, who either want to see the full extent of materials in a given area, or who are looking for something specific.
The landing page works by displaying a browsable interface connected to a specific taxonomy field, such as Practice Group, Topic, and so on.
NOTE:
Landing page is an optional feature and you may or may not see this page when you sign into iManage Insight+ application based on whether it's been configured for your organization or not.
Table: iManage Insight+ landing page interface elements
No. | Element | Description |
|---|---|---|
1 | Product logo | The product logo in the upper-left corner of the page functions as the reset option. Selecting the logo clears the active search query, removes all filters selected, and resets the page to its default state. |
2 | Basic search field | The basic search field enables you to enter an exploratory search query. You can add multiple search phrases connected by Boolean or proximity operators as well as wildcards. The search is carried out in the search tab configured. |
3 | Advanced search field | The Advanced search field provides you with some preconfigured search parameters that help you build a search query that is more suited for your requirements. The search is carried out in the search tab configured. Figure: Advanced search fields  |
4 | Taxonomy | The taxonomy section displays all the properties that are relevant to the root taxonomy property and allows you to select any one of the listed properties to display documents that are related to that property. In this example, Legal topic is the root taxonomy and all the sub-category properties are displayed under it. Your administrator configures the root taxonomy property in the iManage Insight+ Administration interface. |
5 | Show all <search tab> | Show all <search tab> displays the default search experience within which the search query will execute. In this example, documents will be searched within the Knowledge library. Your administrator configures the default search tab in the iManage Insight+ Administration interface. Selecting the link will navigate you to the Knowledge tab in the iManage Insight+ search interface. |
6 | Recent knowledge | The recent knowledge pane displays the documents that you most recently referred to for the entered search query and/or taxonomy. Selecting Show all link will navigate you to the iManage Insight+ search interface and displays all the documents that you referred for the entered search query and/or taxonomy. |
7 | Recommended knowledge | The Recommended knowledge pane displays documents that you would normally search for. For example, if you normally look for documents that have the field “Promoted” set, then under Recommended knowledge, you'll view only documents that are set as “Promoted”. Your administrator configures the Recommended knowledge setting with a specific field in the iManage Insight+ Administration interface. |
8 | Taxonomy property tree | Based on the search query or taxonomy selection, the taxonomy page tree appears in the left pane and as links under the taxonomy name. You can refine or revisit your selection by selecting from the tree or links. The displayed results will change based on your selection. |
9 | Contributors | The Contributors pane displays the names of individuals who have contributed to the displayed documents in any capacity. They could be authors, approvers, reviewers, and so on and your administrator configures the default contributor type in the iManage Insight+ Administration interface. |
10 | Quick Links | You can view a list of links for external websites here. This feature enables you to quickly reference any information that is available outside iManage Insight+. Your administrator configures the links in the iManage Insight+ Administration interface. |
You can set a sub-landing page as your home page by bypassing your organization landing page.
Selecting Make this my homepage sets the current sub-landing page as your home page and this selection is persisted across user sessions and browsers, but not across different devices. If you wish to default your home page to the organization's landing page, select Remove as my homepage.
When a sub-landing page is set as a home page, the color scheme of the landing page is applied to the sub-landing page to indicate that it’s selected as the landing page.
Filters on the sub-landing page
The filters on a sub-landing page help you sort your content accordingly so that you can find the knowledge needed on a particular page with ease without having to always select through a search page. These filters are applicable to recent and recommended knowledge.
NOTE:
The filters are displayed on the sub-landing pages only if they are turned on by your administrator.
iManage Insight+ search interface
In this section, you can familiarize yourself with the various navigation elements in the iManage Insight+ search interface.
If your administrator hasn’t configured a landing page for your iManage Insight+ application, then after you sign in, you'll be navigated to this page directly.
Table: iManage Insight+ search interface elements
No. | Element | Description |
|---|---|---|
1 | Product logo | The product logo in the upper-left corner of the page functions as the reset option. Selecting the logo clears the active search query, removes all filters selected, and resets the page to its default state. If the landing page is available for iManage Insight+, then selecting this logo will navigate you to the landing page. Your administrator configures the landing page in the iManage Insight+ Administration interface. |
2 | Basic search field | The basic search field enables you to enter an exploratory search query. You can add multiple search phrases connected by Boolean or proximity operators as well as wildcards. |
3 | Advanced search field | The Advanced search field provides you with some preconfigured search parameters that help you build a search query that is more suited for your requirements. Figure: Advanced search fields |
4 | Tabs | Tabs help categorize content and act as filters to refine the search within content that falls into a category. For example, if a tab for emails is defined and you select that tab, then the application searches only for emails and ignores other document types. Your administrator configures these tabs in iManage Insight+ Administration interface. |
5 | Facets | Facets help narrow down your search results by applying filters based on document attributes. Facets can be used in any combination. Your administrator configures facets in the iManage Insight+ Administration interface. |
6 | Facet search | In addition to selecting from the listed facet values, you also have the option to search for a facet value by using the search field within the facet. This is useful when facet values are more in number and you're aware of what you are looking for. By choosing this option, you can avoid unnecessary scrolling to find the facet value you are looking for. |
7 | Facet search pills | The facets that you select or search for, to refine the search results, are displayed above the search results section, as pills, for your reference. |
8 | Search results section | The search results section displays the list of documents matching the search query you entered. In addition to the document name, for each document in the search results section, you can view certain preconfigured metadata and snippets of the documents where the search phrase is referenced. |
9 | Properties panel | The Properties panel provides you with another view of the metadata configured for a document. Additionally, you also have the option of navigating between the different versions of a document (if any) and accessing a quick preview of the document in the side pane. |
10 | Toggle side bar | The toggle side bar expands and collapses the right side pane that contains tabs to display the selected document’s properties, versions, and a quick preview. |
