Filters are provided as appropriate on the pages throughout the UI for refining the list displayed on a page. This section lists all the filters that a user comes across when using the iManage Security Policy Manager Administration console.

Two main filtering options are available in the SPM user interface:

  • Search text box

    TIP:

    When adding assets to other assets or opposing team set sides—for example when adding matters to a case or opposing team set side, the search text box filter allows entry of semicolon-separated asset ID lists. This facilitates one-click addition of multiple targeted assets, saving time and preventing selection errors. For more information, refer to Using semicolon-separated filters to add multiple items to assets or opposing team set sides.

  • Filter drop-down

    • Individual, applied, filters can be pinned by selecting the pin icon. For example, you can pin the responsible attorney filter to a staffing list.

      • Before pinning:
      • After pinning:

      The filters that you pin are retained within the browser you are using, and between sessions, on a given device. Also, they're applied across similar pages of a given asset type.

    • You can use the global filter Pin button to pin the filter list to the left navigation pane. To unpin, select Unpin.

Text filters are a starts with type, not a contains type. When plain text is entered, terms that include corresponding characters with diacritics are also returned.

When one or more filter is selected, a filter count is displayed on the Filter button—for example, when two filters are selected the count is 2 as shown:

.

  • List of filters
  • Using semicolon-separated filters to add multiple items to assets or opposing team set sides

List of filters

Table: Filter list and descriptions

Filter

Description

Asset Type

Select Filter and then select the relevant asset type. The results are displayed based on your selection.

By ID or Name

In the Filter by ID or Name field, enter the name of the asset ID or name. The system filters the results based on the string you enter.

By User

In the Filter by User field, enter the name of the user (full name, or user name). The system filters the results based on the string you enter. 

Category

Select Filter, and select one or more of the five options (details, security, staffing, opposing clients, and conflicted users) to view the changes of those specific categories.

Client ID and Client Name

In the Filter by Client ID / Name field, enter the relevant string. The system filters the results based on the string you enter.

Case ID and Case Name

In the Filter by Case ID / Name field, enter the relevant string. The system filters the results based on the string you enter.

Collection ID and Collection Name

In the Filter by ID or Name field in the collections list, enter the relevant string. The system filters the results based on the string you enter.

Date

Select Filter, and then select one of the four filtering options: All, Today, Last 7 days, Last 30 days.

Document Activity

This filter is defined by the amount of document activity a user performs within a given time period.

NOTE:

The type of user document activity considered for this filter can be specified per the requirements of your organization. For more information, including instructional steps, refer to the Establishing Scheduled Import of Document Activity Information section in iManage Security Policy Manager Installation Guide. Any reference to "Document Activity" in this section relates to the type of document activity thus specified.

For some interface elements, the Document Activity filter is located in the User Activity filter group.

You can add the numeric document activity value that you wish to filter for, for a selected time period, or from a date, which can be selected using the date picker or entered by keyboard in dd/mm/yyyy format.

NOTE:

On the Staffing page of an asset or opposing team set side, the Document Activity filter takes its default value from the period configured in Settings (refer to Activity Feeds in Settings > General) for the import of document activity. Values pre-populated from settings can be applied or restored as required. If a self-maintaining rule is in place to automatically add users to an asset or opposing team set side, the User Activity values when Custom filtering is selected will reflect that of the self-maintaining rule, and restore back to the values of the rule.

Also refer to: Billing Activity.

Excluded Assets

Select Filter, and then select Show Excluded Assets. When applied, only assets with excluded users present are shown. This filter is applied when View Exclusions is selected from the exclusions banner of a teams list.

Excluded Users

Select Filter, and then select Show Excluded Users. When applied, only users with exclusions on the asset are shown. This filter is applied when View Exclusions is selected from the exclusions banner of a staffing list.

Hold Applied End Date

Select Filter, then select Hold Applied End Date, and then select a date. Use this to filter items under a hold by the date that the hold is no longer applied to them.

Hold Applied Start Date

Select Filter, then select Hold Applied Start Date, and then select a date. Use this to filter items under a hold by the date when the hold is applied to them.

Included Date

Select Filter, and then select a date to view the list of users who were included in the permanent insiders list on the selected date.

Inherited Items

This filter is applied automatically to show only the items to which a hold applies directly, rather than indirectly through a parent asset. To view the full list of items, select Filter > Inherited Items, and then select Show Items Inherited from Parent.

Item Type

This filter is available for hold items lists. Select Filter, and then select an Item Type to filter by: Case, Client, Client Group, Matter, or Collection, as required.

Job Title

Select Filter and then enter the relevant job title in the Job Title field. The results are displayed based on your selection. 

Location

In the Filter Locations field, enter the relevant string. The system filters the results based on the string you enter.

Location Level

Select Filter and then select the location level (matter or global) in the Location Level field. The results are displayed based on your selection. 

Matter / Collection Staffing

Select Filter and then select:

  • All: To display all staffing on the matter.
  • Matter: To display only the staffing on the matter that wasn't added by collection.
  • Collection: To display only the staffing on the matter that was added because of the matter being part of a collection.

Matter ID and Matter Name

Enter the relevant string in the Filter by Matter ID / Name field. The system filters the results based on the string you enter.

Name

In the Filter by Name field, enter the relevant string. The system filters the results based on the string you enter.

Obtained Date

Select Filter and then select a date to view the list of users who obtained insider access to the matter on the selected date.

Practice Area

Select Filter and then enter the relevant value in the Practice Area field. The results are displayed based on your selection.

Reason for Exclusion

Select Filter and then enter the relevant reason in the Reason for Exclusion field. The results are displayed based on your selection. A user might be excluded for conflicting with the client or for working on opposing clients/matters.

Root Path

In the Filter Root Path field, enter the relevant string. The system filters the results based on the string you enter.

Security Policy

Select Filter and then select the security policy from the displayed options. The results are displayed based on your selection.

Staffing Attributes

Select Filter and then select the staffing attribute from the displayed option. The results are displayed based on your selection. For example, you can filter a staffing list by acknowledgement required, or, if applicable, verification required.

Status (Holds)

Select Filter and then select All, Active, or Expired to filter the list of holds accordingly.

Status (Users)

Select Filter and then select the enablement status in the Enabled / Disabled field. The results are displayed based on your selection. 

System Type

Select Filter and then select the associated system in the System Type field. The results are displayed based on your selection. 

Templates

In the Filter Templates field, enter the relevant string. The system filters the results based on the string you enter.

Billing Activity

This filter is defined by the amount of time, in hours and minutes, that a user posts within a given time period.

For some interface elements, the Billing Activity filter is located in the User Activity filter group.

You can add the numeric billing activity value that you wish to filter for, for a selected time period, or from a date, which can be selected using the date picker or entered by keyboard in dd/mm/yyyy format.

NOTE:

On the Staffing page of an asset or opposing team set side, the Billing Activity filter takes its default value from the period configured in Settings (refer to Activity Feeds in Settings > General) for the import of billing activity. Values pre-populated from settings can be applied or restored as required. If a self-maintaining rule is in place to automatically add users to an asset or opposing team set side, the User Activity values when Custom filtering is selected will reflect that of the self-maintaining rule, and restore back to the values of the rule.

Also refer to Document Activity.

Time Range

Select Filter, and enter/select the start and end dates, the changes within which you want to view.

Type

Select Filter and then select the required option. The results are displayed based on your selection. There are two types of users: Individual users (also simply referred to as 'users', and groups of users (also called 'groups').

User

In the Filter Users field, enter the relevant string. The system filters the results based on the string you enter. Filtering is by full name and by username.

User Type

Select Filter and then select the required option in the User Type field. The system filters the results based on the string you enter.

Users on Multiple Sides

This filter is available in the View Opposing Team Set Users page of an applicable Opposing Team Sets wizard, and when adding custom users to an opposing team set side with the Advanced Edit tools. For additional information, see Managing Opposing Team Sets.

Select Filter > Attributes and then select Show Users on Multiple Sides. The results are displayed based on your selection.

Users or Groups

Select Filter and then select the required option in the Users / Groups field. The system filters the results based on the string you enter.

Using semicolon-separated filters to add multiple items to assets or opposing team set sides

When adding assets to an item, for example when adding matters to an opposing team set side, or clients to a client group, you can use a semicolon-separated list as a filter for the required assets, enabling one-click addition of multiple targeted assets. This not only saves time but precludes selection errors.

This functionality is available in "Add" type dialogs when:

  • Adding matters to a case
  • Adding matters to a collection
  • Adding clients to a client group
  • Adding assets (clients, matters, client groups or cases) to opposing team set sides

In an "Add" type dialog:

  1. In the Filter by Name, ID or multiple IDs using a semicolon separator field, enter the semicolon-separated list of relevant asset IDs.

    NOTE:

    Up to 20 individual IDs can be added at a time.  Note that you can also add multiple matters using multiselect tools, after filtering the list by the client ID

  2. Upon entry or tabbing, validation is performed on the listed items.

    1. Validated items are applied as a filter to the list.
    2. Non-validated items are flagged in red. The IDs of these items can be copied using the Copy unmatched IDs button, enabling you to quickly find out which IDs are missing or require adjustment. The number of errors is also displayed. You can modify and then revalidate the list as required.
  3. The list is filtered by all validated items. To add all filtered items:
    1. Select the multiselect check box in the upper-left corner of the list.
    2. Select OK. The selected items are added.
      A confirmation dialog box displays.
  4. Select Yes. The assets are added and a success message displays.