Searching in a messaging extension window

You can search for an iManage document using the iManage bot from the messaging extension window available in the chat toolbar in Microsoft Teams app.

  1. Browse to your preferred chat or channel.

  2. Select images/download/thumbnails/117474345/iM_logo_in_chat_toolbar.png from the chat toolbar. A messaging extension window appears.

    NOTE:

    Select images/download/thumbnails/117474345/Screenshot_2021-04-15_at_12.59.41_PM.png next to the Search for documents search bar to view the list of supported search syntaxes for document search.

  3. Select the Search for documents search bar and then enter the syntax followed by the corresponding metadata to find the document. The search results display the top ten recent documents.

  4. Select the document you wish to share. The document appears as an adaptive card with the Copy (images/download/thumbnails/117474345/Screenshot_2021-04-15_at_12.38.12_PM.png ) option.

  5. Select images/download/thumbnails/117474345/Screenshot_2021-04-15_at_12.38.12_PM.png and then paste the document link in the desired chat to share it with other users.

Figure: Document search in a messaging extension window

images/download/attachments/117474345/Document_search_in_a_messaging_extension_window.gif

The following table explains the usage of search syntax:

Table: Search syntax and their operation

Operator

Search syntax

Operation

Example

#
or
number

Document number search

  1. Type #<document number>
    or
    Type number <document number>

  2. Select Enter.

Input: #23

Output: Document number 23 is displayed in the search result.

title

Document title search

  1. Type title <document title>

  2. Select Enter.

Input: title Contract document

Output: Documents with the title Contract document are displayed in the search result.

keyword

Document keyword search

  1. Type keyword <search term>

  2. Select Enter.
    A list of documents containing the keyword is displayed.

Input: keyword litigation

Output: All documents containing the term litigation are displayed in the search result.

@
or
author

Document author search

  1. Type @<author name>
    or
    Type author <author name>

  2. Select Enter.
    A list of documents of the author is displayed.

Input: @andrew

Output: All documents created by the user Andrew are displayed in the search results.

For information on configuring search type, setting the preferred database and more, see Additional search information.