Grid View

An alternative to the existing list view, the grid view presents information in rows and columns across the following screens:

  • Recent lists

  • Client, Workspace, folder and search folder

  • Search results

  • Advanced search results

  • My Matters

The grid view is available in iManage Work Web in the desktop view and in iManage Work Panel for Microsoft Outlook (when used in wide screen orientation).

Just as in the list view, the kebab menu is present in the last column and remains visible even when multiple columns cause a horizontal scroll bar to be displayed.

Figure: Grid view

images/download/attachments/65989088/image2020-1-14_12-26-58.png

Use the View Type drop-down located adjacent to images/download/thumbnails/65989088/Show_Details.png in the toolbar to switch between list view and grid view.


Configuring the Grid view

  1. Sorting: Users can sort any column based on their preference.
    Figure: Sorting the grid

    images/download/attachments/65989088/image2020-1-14_12-26-58.png

    • Select once to sort the grid

    • Select again to revert the sort on the grid

    • Select once again to cancel the sort

      NOTE:

      It is not possible to sort the grid by multiple columns in a single instance.

      With this release, any changes performed to the sort order by users is remembered for the said view type —for example, Recent Documents, Recent Matters and so on. In addition, the sort arrow is now shown automatically on any column where a sort is applied.

      The sorting behavior and user preference differs based on the various lists as explained in the below table:

      Table: Sorting behavior

      View

      Sorting behavior

      Recent Documents

      Independent

      Checked out document

      Independent

      Recently Filed emails / Emails Filed by me

      Sort order selected by the user carries between the lists—for example if the user sets the sort order to be Name on the Recently filed emails, then selecting the emails filed by the user's retains the same sort order.

      Recent Matters

      Independent

      My Matters

      Independent

      Recent Clients

      Independent

      Favorites

      Independent

      Folders in workspace

      Same for any workspace

      Workspaces in client

      Same for any client

      Latest documents

      Independent

      Latest email

      Independent

      Document folder

      Independent

      Email folder

      Independent

      Independent implies that the sort option is applicable only to selected list—for example, if users select Create date as the sort for the Recent Documents, and then navigate to the Checked Out documents, the checked out documents can have a different sort applied, such as Author. When users toggle back to the Recent Documents, it is sorted with date created.

      NOTE:

      Search results are always returned according to relevance, but can then be sorted on using the available columns.

  2. Adjusting row height: Select View Settings and then choose one of the following options to set the grid's row height based on the available screen space:

    • Compact

    • Comfortable

    • Tiny

      images/download/attachments/65989088/Row-height.png

    The Compact option is selected by default.

  3. Alternating row colors: Select View Settings and then select the Apply different background shades to alternate rows option to apply alternate colors to the rows in the grid. The available colors are white and light grey.

  4. Grid columns: The columns in the grid view can be configured for the following views:

    • Document

    • Email

    • Workspaces

    • Folder

    • My Matters

    • My Favourites

    This release provides users the option to add new columns in the My Matters and My Favorites views:

    View

    New Column

    Action

    My Matters

    Database

    Displays the name of the database where the matter is located.

    My Favorites

    Database

    Displays the name of the database where the item marked as favorite is located

    Type

    Displays the type of the document—for example, DOCX, PPTX, XML, XLSM and so on.

    NOTE:

    If Enable Additional Tab option is enabled from Control Center, an additional tab appears in the Work client. This additional tab can also be configured in the grid view.

    The following columns in the Grid View display the date and time in the format of the browser locale specified:

    • Created Date

    • Edit Date

    • Activity Date

    • Date Received

    • Date Sent

    The default set of columns displayed are configured by your administrator in Control Center. Users can add new columns to the grid view from the Available Columns list and re-order the columns as well.
    User configured columns are given preference over administrator configured defaults.