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Understand the basics of iManage Work Search like setting the Search Type, choosing Search Scope, and working with Search Parameters.
Finding your files
Learn how to find your files efficiently with Simple Search, and how to search across multiple fields at once with Advanced Search.
Search in action
See how Law Firm and Corporate Professionals are using iManage Search to efficiently and precisely locate their files.
Search like an iManage Pro
Take your searching to the next level by learning how to use Boolean Operators and Wildcards, as well as exact phrase match and proximity search.
Take the next step
Comfortable with finding your files in iManage Work? Take the next step by learning how to work with Search Results to drill down further.
Get started with iManage search
iManage Work Search helps you find what you need, when you need it. Search is located at the top of iManage Work.
Search type
Important!
This useiManage Pathway uses the terminology Matters / Workspaces. Keep in mind that typically 'Matters' is used by Legal Professionals, where 'Workspaces', or an alternative term like 'Projects', 'Deals' or 'Engagements', is typically used by Corporate Professionals.
Search type defines what you are searching for. Before searching, use the dropdown to set your search type. Select Documents, Emails, Docs & Emails, Folders, Matters / Workspaces, or Clients.
In some areas of the interface, search type is already set. For example, if you select Emails from the Side Navigation, search type will be updated to Emails. Likewise, if you select Folders from the Side Navigation, search type will be updated to Folders, and so on. From these locations, you can still modify the search type if required.
Search scope
Search scope defines where you are searching. After selecting the search bar, use the dropdown to select:
-
- Recent Matters / Workspaces: search across Matters / Workspaces you've interacted with in the past 30 days.
- In Selected Databases: search across selected databases. If your organization has more than one database, you'll be able to select the databases to search.
Tip!
Setting scope defines what tab is displayed first in Search Results. Don't worry if you aren't sure what to select here, you can change scope of results later.
Search parameters
Search parameters define how your search is run. For example, when searching for a document, do you want to search document titles? Or, do you want to carry out a keyword search to search content within documents?
Search parameter options change based on the search type selected.
Tip!
Folder and Client searches do not include search parameter options
Finding your files
Simple search
Advanced search
iManage Work Search in Action
Law Firm Professionals
See how this user is using iManage Work Advanced Search to efficiently locate specific case documents.
Corporate Professionals
See how this user is using iManage Work Simple Search to efficiently locate financial reports and analysis documents.
Search like an iManage Pro
Take your searching to the next level with sophisticated search techniques like boolean operators, wildcards, exact phase match, and proximity search.
Boolean operators
Boolean operators allow you to specify the relationship between search terms.
Tip!
Boolean operators must be entered in uppercase and in English. Operators can be combined, for example AND NOT.
AND
Narrows search results to include all specified terms in any order. For example, searching for 'borderline AND affidavit' includes results which include both words.
OR
Broadens search results to include at least one of the specified terms. For example, searching for 'lease OR agreement' includes results which include either word.
NOT
Exclude specific terms from your title and keyword searches. For example, searching for 'agreement NOT share' includes results which include 'agreement' but not 'share.'
Wildcards
Wildcards allow you to find what you're looking for even if some letters or characters are unknown.
Tip!
Wildcards cannot be used in the first or second character of a search term.
?
? can be used in place of a single unknown letter or character. For example, searching for 'agree?' will return documents with the term 'agreed'.
*
* can be used in place of any number of unknown letters or characters. For example, searching for 'rou*' will return documents with the terms 'roundtable' and 'route'.
Exact phrase match
Exact phrase match returns documents and emails containing the exact search terms in exact order. Run an exact phrase match search by enclosing your search term in quotation marks (“ “).
Proximity search
Find Documents, Emails, or Workspaces/Matters containing terms within a specified number of each other, in either direction. Use the operator NEARn, to run.
For example, the search term 'agreement NEAR10 lease' returns results where the terms 'agreement' and 'lease' are less than 10 words apart in either direction.
Next steps
Comfortable with how to find your files using iManage Work search? Move on to iManage Work Search - Working with Search Results to learn how you can work with your search results to drill down further.