The iManage Work search box provides you the option 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  to view the results. Select  to clear the search criteria and start again. 

NOTE: The search box in iManage Work web client has an additional option called Advanced Search. For more information, refer to the Performing Advanced Searches section in iManage Work Help.

Searching for documents

  1. Click inside the search box and then select the icon.
    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.

  1. 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:""

  2. Enter the search characters for each string within the quotation marks and select . The content list is narrowed down to display the documents that meet your search criteria.

Searching for folders

  1. Select inside the search box and select the icon.

  2. Enter the search characters in the search box and select . 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 then select the icon.

  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 . 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 then select the icon.

  2. Enter the name of the client that you want to search for and select . The content list is narrowed down to list the clients that meet your search criteria.