Performing simple search against title or keyword

The Simple Search interface is a search field where if you enter a search text, iManage Work returns all the documents conforming to the entered search text format. The default search is set to Title search. Some environments may refer to this as Document Name or Document Description. iManage Work performs a search through the titles and if the term or its variations are found anywhere in the title of the document, the document is listed in the results. However, if you enter a number, then a number search is performed. The Number search performs the search on the Document Number. As a quick search option, in iManage Work 10 clients, you can enter the pound (#) sign in the search bar followed by the document number. For example, entering #10 would return document number 10.

If you want the search to be performed throughout the document, then you must enter the search term as a Keyword. Keyword search is any full-text field in the document, including the Document Name.

For example, when you search for the term apple, a default search is performed on documents that exist in iManage Work and the search results display a list of documents that contain the search term or its variations. iManage Work performs a full-text search through the document, and if the term or its variations are found anywhere in the document, the document is listed in the results. Here, the search is being performed as a keyword search.

Users can now choose the default search value to perform a simple search using either:

• Title or keyword for documents/workspaces.

• Subject or keyword for emails.

For documents/workspaces:

1. Select inside the search box and then select Documents or Workspaces.
   By default, Title:"" is highlighted in the search box with the (Default) indication.

2. Select Set as default beside Keyword:"".
   The Keyword search for documents performs a full-text search; includes the document, title of the document, and metadata fields used for the document.
   

   The Keyword search for workspaces performs a full-text search; includes:

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

For emails:

1. Select inside the search box and then select Emails.
   By default, Subject: "" is highlighted in the search box with the (Default) indication.

2. Select Set as default beside Keyword:"".
   The Keyword search for emails performs a full-text search; includes the email, subject of the email, and metadata fields used for the email.

3. Enter the search characters for one or more strings within the quotation marks and select . The content list is narrowed down to display emails that meet your search criteria.
   
   

After performing a search, selecting a document or email from the search results, directs you to the preview window. If the keyword you are searching for is available in the document/email preview, the search term is highlighted and you can use the left pane to navigate between the results.

If there are no hits shown in the preview, then the keyword must be present in that document/email's metadata. In such scenarios, review the title, comments, and other metadata for the keyword.

To refine your search further within the document/email, see Performing a preview search.