imDocShare Hybrid Search lets you search multiple iManage Work Server 10.2+/iManage Cloud content and SharePoint content sources from one single integrated search interface in SharePoint.
In certain instances, when customers have to search content on the whole SharePoint and iManage Work Server 10.2+/iManage Cloud content, they have to toggle between the two platforms. Whereas, in certain other cases, they might be on a client or matter-centric page in SharePoint and would just want to look up or search for some specific content that they prefer in iManage Work Server 10.2+/iManage Cloud content without leaving SharePoint.
So, customers look for an innovative solution that can help them quickly look at matter number, client number, and not just content alone from SharePoint. This also provides them the ability to look for any documents related to the client matter in their DMS platform, called iManage Work Server 10.2+/iManage Cloud content. Do we have a solution? Yes. imDocShare Hybrid Search integration serves all these purposes to a kind of easy search for content in both subsystems, from one common interface system SharePoint.
imDocShare Hybrid Search ensures to provide an exact search results experience to your query helping you to work faster.
imDocShare Hybrid Search is a kind of surface source refiner that lets you filter on either source so quickly you can apply a filter and see - What is SharePoint? What is iManage Work Server 10.2+/iManage Cloud content related to that? Search keywords, and preview the document using the smart previewer, you can click on a document, and when you click it will open up automatically in the respective Office Client and a lot more. You can simply filter on SharePoint, and find the content including the ability to preview the document using native SharePoint preview capabilities.
And within Hybrid view, you have the ability to do highlighting so you can see that that keyword is being highlighted to show why the content appeared in this hybrid search results.
Within the Hybrid view, you also have the ability to control what column shows up here. The formatting of the results itself, so you have the ability to control all that, including the ability to control filters, sort by, and whether it renders in a hybrid, tab or accordion view. So, the imDocShare experience itself is basically one single Webpart for SharePoint.
The bottom line here is that the hybrid view lets you view the search results of the keyword from both iManage Work Server 10.2+/iManage Cloud content & SharePoint in one common screen.
imDocShare Hybrid Search results view helps users to control how the results should show up. In the Hybrid view, the results are combined together into one common result source so users can view iManage Work Server 10.2+/iManage Cloud content documents being shown with SharePoint documents, whereas in a separate view, automatically two additional fields come up.
- Detailed view
- Summary view
- In the Detailed view, users can view the detailed description of the results that show up.
- In the Summary view, users can view only the summarized view of the search results.
imDocShare Hybrid Search supports two more results views such as Tab View and Accordion View.
- In the Tab view, the search results show up in a tab format.
- In the Accordion view, the search results show up in a vertically stacked list.
An accordion, meaning that it's stacked on top of each other, and tabs meaning that it's stacked side-by-side. When you choose tabs, you have the ability to name those tabs as SharePoint results and iManage Work Server 10.2+/iManage Cloud content results. So basically, other than combining the results together, you can also show the results view side by side in a tabbed way. Moreover, once you configure, the results display itself and you have the ability to pick the sources in SharePoint that you prefer to search on.
imDocShare Hybrid allows users to write their own Keyword Query Language (KQL) to configure SharePoint search queries. In the same way, users can sort content to select from that, by enabling the “sort by” managed property. This sortable managed property is unique to our software as these are tenant-wide managed properties, meaning a SharePoint Online tenant and a SharePoint on-premises tenant. In simple, imDocShare Hybrid search integration supports the ability to search for a managed property by just typing it and picking that managed property to either build a query string or a filterable.
Within iManage Work Server 10.2+/iManage Cloud content, imDocShare Hybrid Search supports searching in libraries and workspace. Users can search content in each workspace or multiple workspaces of iManage Work Server 10.2+/iManage Cloud content. As the iManage Work Server 10.2+/iManage Cloud content workspace comes with metadata. Users can configure metadata properties. So, imDocShare Hybrid Search not only searches on the document content, but it also searches on the document metadata.
The default filter in imDocShare Hybrid Search helps to filter out content that users don't prefer to see. For example, when a user search and bring back results from iManage Work Server 10.2+/iManage Cloud content, and they don't prefer to see any folders or any docx files, they can put a filter value like ignore docx to ignore those files or folders. Basically, imDocShare Hybrid Search provides the ability to create default filters that filter on top of the search results that iManage Work Server 10.2+/iManage Cloud content, so you can see only specific results which you prefer. So, default filters let you search within search which is pretty cool.
My filters in the imDocShare are named Hybrid filters due to the ability to search. The hybrid filter supports filtering in SharePoint as well as iManage Work Server 10.2+/iManage Cloud content. Users can filter in SharePoint results by author field and filter iManage Work Server 10.2+/iManage Cloud content results by modified by field, so Hybrid filters are extremely powerful allowing users to create very custom filtered experiences using the metadata and treating the metadata from the two different systems in a way they prefer.
Once filtering content, users can perform a series of functions such as follows.
- Users can filter content by type of document, size of documents, and path extension.
- Users can directly preview, download, or open a document directly from the search results.
- Users can directly print or export the search results directly on their local machine with the use of the icons located above the search results.
- The main search bar entries will display search results from all the workspaces that users select to provide exact results.