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Global document search

H
Written by Huzayfah Patel
Updated over 3 months ago

The global document search allows you to search for a particular document within system.

  1. To find the Global Document Search, click on Document Search in the pane on the left hand side.

  2. Click on Action Filter to choose your parameters. The parameters you can choose from are listed below. You can also choose multiple parameters by click on the + or - sign.

    • App type

    • Fee Earner

    • From Date

    • To Date

    • Doc Type

    • Matter Ref

  3. Once your parameters have been set, enter your search term in the top right hand corner and then click on the magnifying glass or hit Enter to search.

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