You can now search for a document or documents stored within ‌a synced workspace from the iManage Drive application by doing the following: 

  1. Open iManage Drive and connect to an iManage Work Server.

  2. Select search_icon.png in iManage Drive as shown in the following figure. 

    selecting_search_option.png

    The Search window appears as shown in the following figure:

    search_window.png

  3. Select a synced workspace from the drop-down list as shown in the following figure:

    selecting_synced_workspace.png

    Alternatively, select Matters > Synced Matters. Hover over any of the workspace and then select search_icon.png displayed next to the workspace. The Search window appears with the selected workspace pre-populated. 

  4. Enter the search criteria for the document you want to search for and select search_icon.png . You can search either by using a keyword or title using the search drop-down list. You can also search for documents using Author/Operator by entering @ and then selecting the relevant user or by entering # and the document number. The results are displayed in the iManage Drive application as shown in the following figure: 

    Screenshot 2022-07-24 at 10.03.17 PM.png

  5. Select the document you want to view and then select kebab menu.png . To view the document in Windows Explorer, select Show in folder and to view the document in iManage Work, select View in iManage Work. Select back_buttonpng.png to close the search results. 

NOTE:

  • The search returns 30 search results. However, your administrator can configure the number of search results iManage Drive returns using the search_show_max_results setting available in the admin_setting.yaml file. The default value is 30 and the maximum value is 500. For more information about how to configure this value, consult your administrator or refer to the Configuring user settings section in iManage Drive Administrator Help. 

  • You can search only for documents such as Microsoft Word documents, Microsoft Excel files, PDF files, and so on. Searching for emails is currently not supported and will be implemented in a future release of iManage Drive. 

  • When searching for documents with multiple versions saved to iManage Work, if the search criteria matches a version of a document that is not the latest version, iManage Drive shows only the latest version of the document. To view the previous versions of the document, select View in iManage Work and select the version from the Versions panel in iManage Work.

  • You can search for documents only if you are online. If you are offline, selecting search_icon.png displays the following message:

    No_internet_connection.png

  • If you haven't synced any workspaces, then selecting search_icon.png displays the message shown in the following figure. You must have at least one workspace synced to search for documents.  

    noting_to_search.png

Searching within the iManage Drive folder in Windows Explorer

You can search for documents using the Search option that is available when you right-click a folder or a subfolder in Microsoft Windows Explorer that correlates to a synced workspace and any tabs or folders within a synced workspace by doing the following: 

  1. From Windows Explorer, browse to a folder that corresponds to a synced workspace, or any tab or folder within the synced workspace. 

  2. Right-click the folder and select Search as shown in the following figure. The search opens in iManage Drive application.

  3. Perform the required search and the search results are displayed in the application. 

NOTE:

  • When searching within a folder or subfolder, the search results are limited to the folder or subfolder you've selected. 

  • You can also use the native search option available in Windows Explorer. When searching for documents using this option, the search results are displayed within Windows Explorer. 

Using search tips

Search tips are available to help you perform searches in iManage Drive. To view the search tips, select question_mark.png and the search tips are displayed as shown in the following figure:

Searching for documents in different languages

You can search for your documents in any of the following languages: English, Spanish, Chinese, Japanese, German,  French, and Portuguese (Brazil). To change the search language, select global_icon.png and select one of the following: 

  • English

  • Spanish

  • Chinese

  • Japanese

  • German

  • French

  • Portuguese (Brazil)

Filtering your search results

The Filters function helps you to refine your search results based on document type and author/operator. To apply filters to the search results:

  1. Select filter.png .

  2. Select the category of filter that you would like to apply. The following categories are available: 

    • File Type

    • Author/Operator

  3. Select one or more filter criteria from the options provided. 

  4. Select anywhere in the iManage Drive application to view the filtered results. 

Viewing search results in iManage Work

You can view your search results in iManage Work even if you've applied filters for the search results. To view the search results in iManage Work, select search_results.png in the iManage Drive Search window and the results are displayed in iManage Work.