After you sign in to the iManage Security Policy Manager application, on the Home page, select View Clients or View Client Groups to display the Clients dashboard. 

NOTE:

Selecting View Clients displays only the clients. Clients that are part of any client group are not displayed.

Selecting View Client Groups displays only the client groups.  

Alternatively, select the Clients tab in the left navigation page. The Clients dashboard appears.

TIP:

You can also navigate to a specific client or client group by entering the Client ID in Quick Navigation.

In the Clients dashboard, you can view the list of the clients and client groups of the firm, that you have access to. Clients that are part of any client group are also displayed on the Clients dashboard; select View Clients beside the client group to view, and if required browse to, them.

You can view the following information pertaining to each client or client group:

  • ID - Unique ID defined for the client or client group
  • Name - Client / client group name
  • Matters  - Count of matters associated with this client / client group.
  • Security Policy - This is the current security policy for the client / client group.

NOTE:

You have the option to filter the displayed list of clients / client groups based on Id, name (client /client group name), by the security policy of the client / client group and by the asset type (client or client group).