Easily locate your frequently used documents and matters in Insight+ by adding them to favorites. Any document or matter can be added to favorites, and once added they’re available in the Favorites tab.

viewing-favorites.png

NOTES:

  • The maximum number of items that can be added as favorites is 100.

  • Favoriting a document is at version level.

  • Documents added to favorites in iManage Work and documents added to favorites in iManage Insight+ aren't related.

To add an item to favorites:

  1. Select your preferred item in the Knowledge, Matters, or Documents tab.

  2. From the right-click menu or the kebab menu, select Add to Favorites.
    Alternatively, select the star (blue star) icon available on the card.

After adding an item to Favorites, you can find the item you need by:

  • Performing a simple search and then filtering by the item-type facet.

  • Sorting favorites using any of the following sort-order options in the drop-down list:

    • Recently viewed displays favorite items viewed from anywhere, not just the Favorites tab.

    • Date favorited: Newest first displays items that were recently added to favorites.

    • Date favorited: Oldest first displays items that were added to favorites some time back.

    • A to Z displays favorite items A to Z in alphabetical order.

    • Z to A displays favorite items Z to A in alphabetical order.

When you browse directly from one of the Search experiences, your favorites are displayed in the order of Date Favorited: Newest first by default.