Matter History Searches
Updated Nov 19th, 2020
Who is this guide for?
Any Users
All matter history column headings have search and sort facilities within them. In addition to this, you also have the ability to add additional column headings. To the right-hand side of every column heading is a downward arrow
There are numerous way in which you can search for matter history items.
On the right of each search heading is a cogwheel icon. Click this to open search options for the column.
Filter On controls how the search operates. Any settings changed are individual to the column heading you select and will retain for further searches. If Enter Key is selected, you will need to click enter in order to return any results.
Selecting Keyup will automatically display searched results without the need for clicking enter.
Filter Type enables you to control how your searches are performed.
If Exact Filter is used, any text/numeric entries into the search area must be an exact match for what you are searching for. If characters are omitted or added, no results will be found.
Use Starts with if you wish to search by just entering in the first few characters. If any characters are incorrect, no search results will be returned.
Expression is a wildcard filter allowing you to search for items where a terms starts with, ends with or contains by using an asterisk in the correct place. With the figures, you can use expression such as greater than, less than etc.
Once you have selected the relevant search filters, simply enter the search criteria into either one or multiple column headings to further refine your search.
Select the Clear Filter option to clear the search criteria entered into the currently selected columns.
Select Clear All Filters to clear all search criteria entered into the column headings.
When searching the Type column, you need to just add the file type extension. For example, doc, xls, or pdf for Word, Excel and PDF files. One useful feature is to use the msg extension to search for emails.
The Keyword Search is found at the top of the matter history screen.
You can access the search options by selecting the cog wheel symbol in the Keyword Search field.
Use this option to do a quick search on any detail, content or combination of both.
Select Details to search any details such as processed date, created date etc. Full search criteria does not have to be entered but the criteria must have the correct beginning.
Searching by Content allows you to enter a specific word or numeric value. The system will then search within an matter history item.
Use Details & Content if you wish to search for a specific word or numeric value that may be held either within the metadata of an item or the content.
If you wish to search for a matter history item across all files and matters, at the top of the screen. Click the X to remove the current client and matter number.
The items listed may be filtered by entering from and to dates.
