Customizing the luggage tag for Send and File emails

The following options enable you to customize the luggage tag that is added at the end of the email subject line. This tag helps to identify emails saved to iManage Work using the Send and File option and display various details about where the emails are filed.

If you do not configure the luggage tag, the default luggage tag is added and it displays the following details:

  • Organization's ID (IMAN by default)

  • Name of the database where the email is filed

  • ID of the folder where the email is filed

FirmID

Use the FirmID option to set the value that is displayed in the luggage tag to help identify your organization. For example, if your company is called Riverside Corporation, you could set the value as RiCor. We recommend that you limit it to 3-5 characters; no special characters are allowed. The default value is IMAN.

Example:

key>FirmID</key>
<string>IMAN</string>

EnableClientMatterTagFormat

Use the EnableClientMatterTagFormat option to specify whether folder ID (FID), Client.Matter, or both Client.Matter and FID should be added to the luggage tag. Use this option in conjunction with the ConfigKeyFormat option that enables you to specify the Custom attributes to be displayed in the luggage tag instead of the Client.Matter for the values 1 and 2 here.

The following values are available:

  • 0: FID (default)

  • 1: Client.Matter

  • 2: Client.Matter+FID

Example:

<key>EnableClientMatterTagFormat</key>
<integer>0</integer>

NOTE:

For the luggage tag to display the Client and Matter values per this option, ensure that they are set for matters. The tag displays ... when these values are not defined for a matter.

ConfigKeyFormat

Use the ConfigKeyFormat option to customize the luggage tag to display one or more Custom attribute fields in the luggage tag when the value of the EnableClientMatterTagFormat option is set to 1 or 2. For example, you might configure the luggage tag to display only the Matter Number, or to show the Client, Engagement, and Year fields.

Example:

<key>ConfigKeyFormat</key>
<integer>53.54</integer>

where 53 = Custom29 and 54 = Custom30.

NOTE:

  • "." is a mandatory delimiter between items. The only supported values are Custom1 through Custom12, Custom29, and Custom30.

  • For the luggage tag to display the custom attributes per this option, ensure that the attributes are set for matters.

Where:

  • Custom1 through Custom12 (variable name) = 25 through 36 (numeric value)

  • Custom29 = 53

  • Custom30 = 54

For more information on numeric values for supported custom fields, refer to Appendix B - Attributes IDs for customizing the luggage tag.

Prerequisites:

  • The workspace where you are filing the email should include the default "E-mails" folder, and should have the same custom values already set. The tag displays ... when these values are not defined for a matter.
    You can specify the default email folder using the iManage Work Server registry setting, Default Email Folder. For more information, refer to Appendix C - Server Configuration Options in iManage Work Server Administration Guide.

  • This setting applies only when the EnableClientMatterTagFormat option is set to 1 (Client.Matter) or 2 (Client.Matter + FID).