Filtering content
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
Select the filter icon. The filters pane opens.
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: .
Select a filtering option from the list. The selected option appears in blue and has a blue tick mark before its name.
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, the icon is displayed.
Changing Filtering Options
Select the filter icon to open the filters pane. Alternatively, select the number icon next to the filter icon.
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 .
Select Done.
Additional Filter Options
When searching for files 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.