In addition to searching using the simple search functionality, you can also use custom search fields to make more targeted and specific searches in iManage Insight+. Your administrator defines and configures these search fields in the iManage Insight+ administration interface.
These search fields/parameters can be configured differently for each tab available in the search interface.
Depending on the type of field, you'll see different options to define your search. For Text type fields (for example, Doc Name, Text, Comments), you have the following options to select from:
Contains: Items containing the term or variations of the term are returned in the search results. If you search for the term Credit and select the Contains option, the system returns all the documents that contain the term or its variations in the names of the documents.
Does not contain: Items that contain these terms are excluded from the search results.
Proximity: You can search for terms within a certain distance of each other. The second term must be within n words of the first term, that is, the terms are n or fewer words apart in either direction. If you don't specify a distance, it defaults to 5. So, all documents where the terms are given distance apart from each other are returned in the search results.
Targeting specific fields in your search query can help quickly narrow results to meet your needs.
If you choose a numeric field, such as Doc Number or Version, the options are Is, Is not, and Range.
Date-based fields, such as Created or Modified, will have date range options to choose from.
Boolean fields will have the options: Any, Yes, No, Not set
Look up fields such as Type, Client, Author, Sender will have the options: Is one of, Is none of.
Advanced search allows you to run very targeted searches while still being exploratory.
In addition to the preconfigured search parameters, you have the option to include additional search parameters, which will be specific to your current search session. Select Add another to select from the list of custom fields available.
Similarly, you can remove any preconfigured parameter by selecting X in the parameter row.
Select Reset to defaults to revert to the preconfigured list of advanced search parameters.
NOTE:
For some of the search results in the Documents tab, you may notice a label called “Knowledge” in front of the document name. This label indicates that the document is a curated knowledge document. Note that this label isn't displayed for results in the Knowledge tab, because they are all Knowledge documents.
A document may have multiple versions. The highest version of the document that matches the query is displayed in the search results. This may not be the latest version of the document.
For example, if a document has 4 versions, but the latest (version 4) doesn't match the query while versions 1, 2, and 3 do match—then the search results display version 3 of the document - as it is the highest matching.
In the Knowledge tab, given the above example:
If version 4 is the curated and published version of the document, no results will be returned. This is because:
Version 4 doesn't match the query, and
Versions 1, 2 and 3 match the query but aren't published Knowledge documents.
If multiple versions of a document are published as Knowledge documents, the “latest” version will be the latest published version. Previously published versions may still be returned as results if the latest one doesn’t match the query terms.
