1. On the Matter Details page, select the General Details tab. 
    The General details page appears.

  2. To update the basic matter information, select the General Details pane. If you don't have permission to modify the fields in this pane, they're displayed as read-only. If you have access to the client of a matter, Client ID and Client Name display as clickable links.

    NOTE:

    Changing the Matter ID causes a full rebuild of policy for the matter and its parent client. This may require additional processing and policy sends. However, other matters under the client aren't rebuilt.

  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 matter. You can add users as well as user groups as the administrators. Your role defines which types of administrator you can add.

    1. To add an administrator:

      1. Click Add in the Matter 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. Click on the row of a user or select the check box next to a user. You can select more than one user at a time. Then, click OK to choose the user(s) to be the administrator(s) for the matter. This is NOT a mandatory field. A matter administrator can update matter level details as well as delete the matter.

        NOTE:

        You may choose to not assign any user as an administrator for the matter. Click on the row of the administrator or select the check box next to the administrator. Then, click Remove Selected. Alternatively, you can click x on the row of the matter administrator to remove them from the role. If you do not add any local administrator, then any user with an applicable global role administers (the corresponding aspect(s)) of the matter.
    2. To modify the type of an existing administrator (if your role permits):
      1. Select on the right 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 matter at periodic intervals. Click Frequency of Review drop-down list under Scheduled Review pane. 
    1. You can click any of the pre-defined periods or click Custom to enter a custom period, as applicable. The default review frequency is 'Never'.

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

      NOTE:

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

      If notifications have been enabled, administrators of applicable type receive a notification after the scheduled due date is past. (Global or system administrators do not, by default, receive such notifications; however, if no applicable asset administrator has been specified for a given asset, scheduled review notifications for that asset are sent to the applicable global administrators.) The system sends out notifications daily, by default, till 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, under the Settings page. These custom property fields will appear either under the General Details page or the Security page of an asset, based on how you have defined them. See Custom Properties for more information on how to define custom properties.

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

To edit an editable property, click on 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, then the icon appears upon clicking the property field and entering any character. Click the icon to add the value, or click Save.
If you have configured an iManage Work link, in Settings > General Settings > Work Document and Folder Links, you can add a iManage Work link that you want to direct the user to, in place of adding text in the field.

  1. Click . The Add Work Link dialog box appears.
  2. Select one of the options provided:
    1. Paste Work Link: You can add a different work document/folder url to the one configured in the Settings page. You can test the link by clicking Test Work Link.
    2. Select Document by ID and Version: You can add the document Id and version. In this option, the URL configured in the Settings page is considered.
    3. Select Folder ID: You can add the folder Id. In this option, the URL configured in 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 click Add Link.
  5. Click Save.