1. Select the General Details pane to update the basic collection information. You can update:

   1. Collection ID
      

      NOTE:

      This field is only editable if the Allow users to specify ID setting is enabled.

      NOTE:

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

   2. Collection Name

   3. Notes pertaining to the Collection.

      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.

   When you edit any of these fields, the Save & Cancel buttons are displayed.

   NOTE:

   Ability to edit collection General Details is dependent on role.

2. After making changes, select Save to apply the changes.

You can update the list of administrators for the collection. You can (depending on role assigned) add users as well as user groups as the administrators.

1. To add an administrator:
   

   1. Click Add in the collection 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 made an administrator of the collection. This is not a mandatory field.

      NOTE:

      You may choose to not assign any users as administrators for the collection. 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 collection administrator to remove them from the role. If you do not add any collection-specific administrators for the collection, then any user with Client and Matter Administrator or Client and Matter Manager role can administer the collection.
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 or Staffing Administrator, and then select Save.