Simple search lets you search iManage Insight+ for information without specific documents in mind and also locate specific documents when unsure about their details. The most relevant documents, based on your search terms, appear at the top of the results list.
For more details about how search works, refer to Understanding how search works.
In the search interface, tabs are displayed and each tab is associated with a content library. When a tab is selected, your search query runs to display the relevant documents available in the associated library:
Documents: The most generic tab, it displays searches for all documents in the active library, including Knowledge documents (see below). Knowledge results in the Documents tab are identified by a Knowledge label in front of the document name. This label indicates that the document is a published Knowledge document. Note that this label isn't displayed for results in the Knowledge tab, because they are all Knowledge documents.
Knowledge: Displays searches only for published documents from the Knowledge library, which contains a subset of documents present in the active library. Curation is a process carried out in iManage Work at cloudimanage.com wherein certain documents are collated and marked as representative or best practice. All such documents are moved to the Knowledge library, curated, and published. For more details, refer to iManage Insight+ Curation Help (coming soon). General users will see only published documents in the Knowledge tab results list, but Knowledge Managers or Admins may see documents that are in a pre-published stage.
In later releases, you may configure more tabs such as Matters, Experts, and Deals and they function similarly to Knowledge tab.
How to run a simple search
Enter your query in the search bar.
Figure: Search field
As you enter a search query, the system provides possible suggestions—as well as your recent searches—which you may then select to complete your query quickly.
Figure: Recent searches and phrase suggestions
- indicates that the term/phrase was recently used as a search query.
- next to a suggested term/phrase indicates that the term/phrase is a suggestion that the system gives for the query you are entering in the search field.
Select a suggested phrase or move to it using the arrow keys and then press Enter/Return on your keyboard. The suggested term is automatically searched for you. If you see a suggested phrase, you know that phrase exists somewhere in your iManage Insight+ content.
Figure: Search results
NOTE:
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 because 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.
You can perform actions related to the search result tile using either the kebab menu or the right-click context menu.
Table: Tasks from a search result tile
Tasks | Description |
|---|---|
Preview | Select the [ |
Open | Select the [
|
Download | Select the [ |
Copy link | Select the [ |
Versions | Select the [  |
Properties | Select the [  |
