Use filters to sort search results or sort the contents of iManage Work containers. The following filters are available depending on the search criteria or container:

  • Activities
  • Databases
  • Date
  • File Type
  • Author/Operator
  • Customer ID
  • Account ID
  • Types
  • Emails
  • Client
  • Matter
  • Attachment
  • Sender
  • Client

Applying filters

  1. Select . The filters pane opens.
  2. Select the name of the filter that you want to apply to view the list of filtering options. The default filtering option appears in blue and has a blue tick mark before its name. For example: .

  3. Select a filtering option from the list. The selected option appears in blue and has a blue tick mark before its name.

    NOTE:

    Some filters may allow you to select more than one option. For example, the Database filter lets you select both Active and Archive.

  4. Select Done. The filtered results are displayed. A number icon appears indicating the number of filters for which the default options are changed. For example, if you change the default options for three filters,  is displayed.

Changing filtering options

  1. Select  to open the filters pane. Alternatively, select the number icon next to the filter icon.
  2. Select the default or others option(s). If you change the filters back to their default options, the number icon disappears or changes its value. For example, if you if set two out of the three filters back to their default value, the icon displays . 
  3. Select Done.

Additional filter options

When searching for documents or emails in the Client and Author/Operator Top 5 Filters, you can type in and select an additional Author or Client value not provided in the Top 5.

Class and subclass filters

Administrators can now configure the Class and Sub-class to appear as filters in Document views, Email views, and the Recent Matters page using iManage Control Center (iCC). The changes are applicable to iManage Work, file open/save dialog boxes, and the iManage Work panel in Microsoft Outlook.

For more information about configuring these UI elements, refer to the iManage Control Center section in iManage Work Server Administration Guide.