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:

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

  2. 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 window


  3. Select 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 select


    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 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 results


  5. Select the document you want to view and then selectimages/download/thumbnails/173903044/Screenshot_2022-07-25_at_2.48.19_PM.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 images/download/thumbnails/173903044/Screenshot_2022-07-25_at_3.22.51_PM.png to close your search results.


    • The search returns 30 search results. However, your administrator can configure the number of search results iManage Drive can return using the s earch_show_max_results setting available in the admin_settings.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, then 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


      displays a message as shown in the following figure:
      Figure: No internet connection message

    • If you have not synced any workspaces, then selecting


      displays the message as shown in the following figure. You must have at least one workspace synced to search for documents.
      Figure: No workspaces synced


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:

  1. From Windows Explorer, navigate to a folder that correlates to a synced workspace, or any given tab or folder within the synced workspace .

  2. Right-click the folder and select Search as shown in the following figure:
    Figure: Search in right-click options


  3. The search opens in iManage Drive application. Perform the required search and the search results are displayed in the application.


  • 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 images/download/thumbnails/173903044/Screenshot_2022-07-25_at_4.31.23_PM.png 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 images/download/thumbnails/173903044/Screenshot_2022-07-25_at_3.40.21_PM.png 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:

  1. Select images/download/thumbnails/173903044/Screenshot_2022-07-25_at_3.03.11_PM.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 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 images/download/thumbnails/173903044/Screenshot_2022-07-25_at_4.19.29_PM.png in the iManage Drive Search window and the results are displayed in iManage Work.