1. On the Client Details page, select General Details. The General Details page appears.

  2. Click inside the General Details pane to update the basic client information. If you don't have permission to modify these fields, they'll display as read-only.

    NOTE:

    Changing the Client ID causes a full rebuild of policy for the client and its matters. This could give rise to a significant amount of additional processing, and policy sends, depending on the number of matters under the client.

  3. Enter the relevant changes, and then select Save to update the changes. 

    NOTE:

    If the Work URL Templates setting is configured under Settings>General, the  icon appears in the Notes field.

    1. Select . The Add Work Link dialog box appears.
    2. Select one of the options provided:
      1. Paste Work Link: Add an iManage Work document/folder URL that is different from the one configured on the Settings page. You can test the link by selecting Test Work Link.
      2. Select Document by ID and Version or Select Document ID: You can add the document ID (and version). For this option, the URL configured on the Settings page is considered.
      3. Select Folder ID: Add the folder ID. For this option, the URL configured on the Settings page is considered.
    3. Enter the relevant details based on your selection.
    4. Enter brief and relevant text that provides a context to the content in the link in the Link Text field and then select Add Link.

  4. You can update the list of administrators for the client. You can add users as well as user groups as the administrators, and specify the type. Your role defines the type of administrators you can add.

    1. To add an administrator:

      1. Select Add in the Client Administrators pane. The Add Administrators dialog box appears. 

        NOTE:

        You have the option to filter the displayed user list based on user, type, job title, and/or practice area.

      2. Select a user row or select the check box next to a user. You can select more than one user at a time. Then, select OK to assign the user(s) as the administrator(s) for the client. This is NOT a mandatory field. A client administrator can update client-level details as well as delete the client.

        NOTE:

        You may choose to not assign any user as an administrator for the client. Select the row of the administrator or select the check box next to the administrator. Then, select Remove Selected. Alternatively, select x for the row of the client administrator to remove them from the role. If you do not add any client-specific administrator for the client, any user with an applicable global role administers the corresponding aspect(s) of the client.

        When an item is selected, a line displays above the lists stating "These users will be added as Administrator". Select Administrator to choose the administrator type.
        Choose from Administrator, Conflicts Administrator or Staffing Administrator, and then select OK.

    2. To modify the type of an existing administrator (if your role permits):
      1. Select to the right-side of the row of the administrator that you wish to modify.
      2. Select Set Type.
      3. Choose from Administrator, Conflicts Administrator or Staffing Administrator, and then select Save.
  5. You may choose to review the security policy set for the client at periodic intervals. Select the Frequency of Review drop-down list under the Scheduled Review pane. 
    1. You can select any of the pre-defined periods or select Custom to enter a custom period, as applicable. The default review frequency is 'Never'.

    2. Select Save. The Due Date for the review is displayed.

      NOTE:

      Some types of client administrator can review the security policy set for the client, make necessary changes, if required, and then select Complete Review.

      If notifications are enabled, the appropriate client administrator receives a notification after the scheduled due date is past. If no such administrator is specified, the notification is sent to global client and matter administrator or global client and matter managers(s). The system sends out notifications daily, by default, until the review is complete. (The frequency of some review notifications can be adjusted if required. Refer to the iManage Security Policy Manager Installation Guide.)

NOTE:

As a Client and Matter Administrator or Client and Matter Manager, you can define custom properties for assets, on the Settings page. These custom property fields appear either on the General Details page or the Security page of an asset, based on how you have defined them. For more information on defining custom properties, see Custom Properties.

Depending on how the individual properties are configured and defined, you may be able to add/update the values in the custom property fields using the General Details page or the Security page of the asset. If a property has the Read-only or Secured by Client tooltip, the property is not editable in the current configuration.

To modify an editable property, select the property value and, depending on the type or property (for example Date, Number), an appropriate editor will be available (for example text cursor, date picker).

If a custom property under the property set is configured to accept 'text' values, the icon appears upon selecting the property field and entering any character. Select  to add the value, or select Save.
If you have configured an iManage Work link in Settings > General Settings > Work Document and Folder Links, you can add an iManage Work link that you want to direct the user to, in place of adding text in the field.

  1. Select . The Add Work Link dialog box appears.
  2. Select one of the options provided:
    1. Paste Work Link: Add an iManage Work document/folder URL that is different from the one configured on the Settings page. You can test the link by selecting Test Work Link.
    2. Select Document by ID and Version: Add the document ID and version. For this option, the URL configured on the Settings page is considered.
    3. Select Folder ID: Add the folder ID. For this option, the URL configured on the Settings page is considered.
  3. Enter the relevant details based on your selection.
  4. Enter brief and relevant text that provides a context to the content in the link in the Link Text field and then select Add Link.
  5. Select Save.