• About this guide
  • Changes in this document version
  • Introduction to iManage Security Policy Manager
  • Getting Started with iManage Security Policy Manager
    • Home Page
    • Users and Roles
    • Filters
  • Clients and Matters
    • Clients
      • Adding a Client
      • Viewing Clients Dashboard
      • Viewing Client Details
      • Managing Matters
      • Viewing and managing Client Holds
      • Viewing Historical Changes
      • Viewing Opposing Team Sets (Clients)
      • Viewing User and Asset Lists and Reports
      • Client user and group icons
      • Updating a Client
        • Updating General Details
        • Updating Security Policy
        • Updating Client Staffing
          • Configuring Self-Maintaining Rules
        • Updating Notifications
        • Updating Conflicted Users
        • Updating Opposing Team Sets
        • Updating Client Holds
      • Deleting a Client
    • Matters
      • Adding a Matter
      • Viewing Matters Dashboard
      • Viewing Matter Details
      • Viewing Opposing Team Sets (Matters)
      • Viewing and managing Matter Holds
      • Viewing Historical Changes
      • Viewing User and Asset Lists and Reports
        • Managing matter insiders
      • Matter user and group icons
      • Updating a Matter
        • Updating General Details
        • Updating Security Policy
        • Updating Matter Staffing
          • Configuring Matter Self-Maintaining Rules
        • Updating Notifications
        • Updating Conflicted Users
        • Updating Opposing Team Sets
        • Updating Matter Holds
        • Updating Locations
      • Deleting a Matter
  • Client Groups
    • Adding a Client Group
    • Viewing Client Group Dashboard
    • Viewing Client Group Details
    • Viewing Opposing Team Sets (Client Groups)
    • Managing Client Group Matters
    • Managing Clients
    • Viewing and managing Client Group Holds
    • Viewing Historical Changes
    • Viewing User and Asset Lists and Reports
    • Client group user and group icons
    • Updating a Client Group
      • Updating General Details
      • Updating Security Policy
      • Updating Client Group Staffing
        • Configuring Self-Maintaining Rules
      • Updating Notifications
      • Updating Conflicted Users
      • Updating Opposing Team Sets
      • Updating Client Group Holds
    • Deleting a Client Group
  • Cases
    • Adding a Case
    • Viewing Case Dashboard
    • Viewing Case Details
    • Viewing Opposing Team Sets (Cases)
    • Managing Case Matters
    • Viewing and managing Case Holds
    • Viewing Historical Changes
    • Viewing User and Asset Lists and Reports
    • Case user and group icons
    • Updating a Case
      • Updating General Details
      • Updating Security Policy
      • Updating Case Staffing
        • Configuring Self-Maintaining Rules
      • Updating Notifications
      • Updating Conflicted Users
      • Viewing and Updating Opposing Team Sets
      • Updating Case Holds
    • Deleting a Case
  • Collections
    • Viewing Collections Dashboard
    • Collections Security and Access
    • Adding a Collection
    • Defining Collection Staffing
    • Defining Collection Conflicted Users
    • Managing Matters in a Collection
      • Configuring Collection Self-Maintaining Rules
    • Viewing Collection Details
    • Viewing Allowed and Excluded Users
    • Viewing and managing Collection Holds
    • Viewing Historical Changes
    • Updating a Collection
      • Updating General Details
      • Updating Security Policy
      • Updating the Staffing Team
      • Updating Collection Holds
    • Deleting a Collection
  • Managing Opposing Team Sets
  • Holds
  • Managing Matter Access Requests
  • Users / Roles
    • Viewing Users or Groups Dashboard
    • Viewing Defined Roles
    • Adding a User
    • Adding a Group
    • User Information
      • Adding Roles to the User
      • Managing Assistants
      • Deleting a User
      • Enabling Form Login
      • Resetting the Password - Admin
      • Adding Conflicted Users
      • Adding Users to Teams
    • Group Information
      • Adding Roles to the Group
      • Editing a Group Name
      • Adding Members to a Group
      • Deleting a Group
      • Adding Conflicted Groups
      • Adding Groups to Teams
  • Reports
    • Generating Reports
  • Settings
    • General
    • Locations
    • Notifications
    • Permanent Insiders
    • Custom Properties
  • Monitoring
  • Providing feedback about iManage SPM