Quick Search

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Use the search box to quickly find documents by any keyword or criteria. Here you can also view and re-use your most recent and saved searches.


Quick Search
Advanced Search Page
Email Search
Search Results
Search Methods and Operators
Search Fields
Understanding Search Criteria Syntax
Creating Saved Searches
Special Searches


Quick Search

Navigate to the search box at the top of the page:

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Enter your search criteria. This can be a single word or a phrase. Press Enter.

The Quick Search uses your Primary Cabinet you have designated in Settings

You can choose to search in all fields (Everything) or in just the Name/Subject field. Your most recent selection will be the default. 

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The Everything field is often referred to as a keyword search or All Attributes search. It is primarily used for a broad search for variations of a particular word, phrase, or number.

For more narrow or specific searches by metadata (tags), such as Client, Matter, Subject, Author, date, or file type, use the Advanced Search

Recent Searches

You will see a list of your 3 most recent searches. Hovering over a recent search will show a summary of the search criteria, and the option to edit the criteria. Select the search to run it again. 

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Expand the list to view up to 10 recent searches.

Recent Saved Searches

You will see a list of your 3 most recently accessed Saved Searches. 

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Expand the list to view up to 10 recent searches.

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