Searching for documents in iManage Drive
You can now search for a document or documents stored within in a synced workspace from the iManage Drive application by doing the following:
Open iManage Drive and connect to an iManage Work Server.
Select
in iManage Drive as shown in the following figure.
Figure: Selecting search option
The Search window appears as shown in the following figure:
Figure: Search windowSelect a synced workspace from the dropdown as shown in the following figure:
Figure: Selecting a synced workspace
Alternatively, select Matters > Synced Matters. Hover over any of the workspace and then selectdisplayed next to the workspace. The Search window appears with the selected workspace pre-populated.
Enter the search criteria for the document you want to search and select
. You can search either by using a keyword or title using the search dropdown. You can also search for documents using Author/Operator by typing @ and then selecting the relevant user or by typing # and the document number. The results are displayed in the iManage Drive application as shown in the following figure:
Figure: Search resultsSelect the document you want to view and then select . 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 to close your search results.
Searching within iManage Drive folder in Windows Explorer
You can search for documents using the Search option that is available when you right-click on a folder or a sub-folder in Microsoft Windows Explorer that correlates to a synced workspace and any tabs or folders within a synced workspace by doing the following:
From Windows Explorer, navigate to a folder that correlates to a synced workspace, or any given tab or folder within the synced workspace .
Right-click the folder and select Search as shown in the following figure:
Figure: Search in right-click optionsThe search opens in iManage Drive application. 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 have 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 and the search tips are displayed as shown in the following figure:
Figure: Search tips
Searching documents in different languages
You can search for your documents in any of the following languages: English, Spanish, Chinese, Japanese, French, and German. To change the search language, select and select one of the following:
English
Spanish
Chinese
Japanese
German
French
Filtering your search results
The Filters function enables you to refine your search results based on document type and author/operator. To apply filters to the search results:
Select .
Select the category of filter that you would like to apply. The following categories are available:
File Type
Author/Operator
Select one or more filter criteria from the options provided.
Select anywhere on the iManage Drive application to view the filtered results.
Viewing searching results in iManage Work
You can view your search results in iManage Work even if you have applied filters for your search results. To view the search results in iManage Work, select in the iManage Drive Search window and the results are displayed in iManage Work.