Searching in a chat or channel


  1. Browse to your preferred chat or channel.

  2. Type @iManage inside the conversation box to invoke the iManage bot.

  3. Select iManage > Documents. Enter the required search syntax, followed by the corresponding metadata to find the document. The search results are displayed.
    OR
    Select iManage > Help to view the list of supported search syntax.

  4. Select the document you wish to share. The document appears as an adaptive card with the Copy (images/download/thumbnails/116164217/Screenshot_2021-04-15_at_12.38.12_PM.png ) option.

  5. Select images/download/thumbnails/116164217/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: Invoking the iManage bot for document search

images/download/attachments/116164217/Invoking_the_iManage_bot_for_document_search.gif

The following table explains how to use the search syntax:

Table: Search syntax and their operation

Operator

Search syntax

Operation

Example

#docnumber

Document number search

  1. Type #<document number>

  2. Select Enter.

Input: #23

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

#docnumber.version

Document number search with the document's version

  1. Type #<docnumber.version>

  2. Select Enter.

Input: #23.1

Output: Version 1 of document number 23 is displayed in the search result.


#work_libraryname!docnumber

Work library search with the document number

  1. Type #<work_libraryname!docnumber>

  2. Select Enter.

Input: #work_apac!23

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


#work_libraryname!docnumber.version

Work library search with the document number and the document's version

  1. Type #<work_libraryname!docnumber.version>

  2. Select Enter.

Input: #work_apac!23.1

Output: Version 1 of document number 23 present in the work_apac library is displayed in the search result.

title
or
title:

Document title search

  1. Type title <document title>
    or
    Type title: <document title>

  2. Select Enter.

Input: title Contract document

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

keyword
or
keyword:

Document keyword search

  1. Type keyword <search term>
    or
    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 results.

@
or
author

Document author search

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

  2. Select Enter.
    A list of documents by 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.