Using the search box

Use the iManage Work search box to search for emails, documents, matters, and clients to quickly locate the desired iManage Work item. To perform a search, click inside the search field, select the type of item you want to search for, apply the desired search strings, and select images/download/thumbnails/74455512/Search.png to view the results. Select images/download/thumbnails/74455512/ClearSearch.png to clear the search criteria and start again.

If you have selected any of the six languages supported by iManage Work for the search text using the Set language images/download/thumbnails/74455512/SearchLanguage.png list in the iManage Work panel or an iManage dialog box, your language selection will persist across all iManage Work clients and subsequent searches, until you change the selection.

NOTE:

  • The search feature is responsive to your personal preferences when performing searches. When you select All or Personalized in the results of a simple search, this remains selected in subsequent searches within the iManage Work panel and in the iManage File Open and Save dialog boxes in Microsoft Office.

  • The search feature takes full advantage of iManage Work's multiple language capabilities. You can search for your content in any of the six languages supported by iManage Work (English, German, French, Spanish, Chinese, Japanese), independent of the UI language setting. In the Select Filing Location and Browse and File dialog boxes, select images/download/thumbnails/74455512/LanguageSelect.png and select a language from the list. In the iManage Work panel in Microsoft Outlook, click inside the search box for the Matters, Documents, or Emails tab, select images/download/thumbnails/74455512/WorkPanel_LangSearch.png and then select a language from the list. This directs the tool to search for foreign root words, or stems, when searching for content. For example, if you select French and search for "Contract", you would also hit on such terms as Contracté, Contractée, Contracter, Contractes, and so on. Your language selection will persist across all iManage Work clients and subsequent searches, until you change the selection.

Searching for documents

  1. Click inside the search box and selectimages/download/thumbnails/74455533/SearchDocuments.png .
    The list of search strings is displayed:

    • Title

    • Author/Operator

    • Number

    • Keyword

      NOTE:

      Selecting Number will remove all other search criteria from the search box, as document numbers are always unique.

  2. Select the desired strings. They are listed in the search box. You can also manually enter strings as follows:

    • Title: title:""

    • Author/Operator: @""

    • Number: #

    • Keyword: keyword:""

  3. Enter the search characters for each string within the quotation marks and select images/download/thumbnails/74455533/Search.png . The content list is narrowed down to display the documents that meet your search criteria.

Searching for emails

  1. Click inside the search box and select images/download/thumbnails/74455547/EmailsTab.png .

  2. The list of search strings is displayed:

    • Subject

    • From

    • To

    • Keyword

  3. Select the desired strings. They are listed in the search box.

  4. Enter the search characters for each string within the quotation marks and select images/download/thumbnails/74455547/Search.png . The content list is narrowed down to display the documents that meet your search criteria.

Searching for folders

  1. Click inside the search box and select images/download/thumbnails/74455552/SearchForFolders.png .

  2. Enter the search characters in the search box and select images/download/thumbnails/74455552/Search.png . The content list is narrowed down to list the folders that meet your search criteria.

Searching for matters

  1. Click inside the search box and selectimages/download/thumbnails/74455520/SearchMatters.png .

  2. Enter a search character.
    The list of search strings is displayed:

    • Title

    • Description

    • Owner

    • Keyword

      Keyword searches for:

      • Workspace Name

      • Workspace Description

      • Custom 1 – Description and Alias

      • Custom 2 – Description and Alias

      • Custom 29 - Description and Alias

      • Custom 30 - Description and Alias

  3. Select the desired strings. They are listed in the search box.

  4. Enter the search characters for each string within the quotation marks and select images/download/thumbnails/74455520/Search.png . The content list is narrowed down to list the matters that meet your search criteria.

Searching for clients

  1. Click inside the search box and selectimages/download/thumbnails/74455559/SearchClients.png .

  2. Enter the name of the client that you want to search for and select images/download/thumbnails/74455559/Search.png . The content list is narrowed down to list the clients that meet your search criteria.

NOTE:

The Advanced Search feature is available only in iManage Work web client. For more information, refer to the Performing Advanced Searches section in iManage Work Help.