Simple Search

Follow

Created:
Updated:

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

Simple Search

To do a Simple Search:

1) Locate the search box at the top of the page:

SimpleSearch.png

2) Select the specific cabinet you wish to search in:

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

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

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, use the Advanced Search page. There, you can perform searches by metadata (tags), such as Client, Matter, Subject, Author, date, or file type.

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

Your 3 most recent Saved Searches will also be displayed for easy access.

Expand each section to view up to 10 recent searches or 10 Saved Searches.

Back to Top

Was this article helpful?
0 out of 0 found this helpful

Comments

Have more questions? Submit a request
Powered by Zendesk