{"id":53140,"date":"2022-12-22T15:04:53","date_gmt":"2022-12-22T15:04:53","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&#038;p=53140"},"modified":"2024-07-30T15:08:57","modified_gmt":"2024-07-30T14:08:57","slug":"matter-history-searches-app","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/matter-history-searches-app\/","title":{"rendered":"Matter History Searches (App)"},"content":{"rendered":"<div class=\"card\">\n\n    <p class=\"mb-2\"><strong>Who is this guide for?<\/strong><\/p>\n    <p class=\"mb-0\"><i class=\"far fa-user fa-fw mr-2\"><\/i> <strong>Any Users<\/strong><\/p>    \n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">This guide will take you through locating items in the case management app&#8217;s Matter History<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">To aid in locating a document within your matter history we have a few ways to search or sort the documents held.<\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Column Headings <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Click onto any of the column headings this will reveal an arrow.  clicking the arrow will sort the columns <\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"664\" height=\"203\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/12\/column-headings-.gif\" alt=\"\" class=\"wp-image-53201\" style=\"width:553px;height:169px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Type &#8211; Sorts by the file type grouping each type together<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Ref number &#8211; Sorts by the Osprey document reference number, either ascending or decending<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Retention Period &#8211; Will sort the documents by retention period length <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Details &#8211; Sorts the documents into Alphabetical order using the first letter of the first word in the description, if numbers have been used these will group together in numerical order. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Created Date &#8211; Will sort the documents into date created\/amended order. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Created by &#8211; Will sort the documents by the person who ceated the document in alphabetical order. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Processed Date &#8211; Will sort the documents according to the date the document was processed<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Custom Type &#8211; if you use Custom types this column will sort the documents by the custom type <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Last modified Date &#8211; Will sort the documents by the date of the last modification <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Size &#8211; will sort the documents by their size <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Web enabled &#8211; will group the documents in to True or False for Web published<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Checked out Date &#8211; If you have any documents that at checked out and have not been checked in correctly,  this column will show that date and sort into date order <\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">The Search Function <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The search function on the document history is located to the right hand side just above the column headings.  you can enter some details here for your search, the results will be displayed in the main grid.  Using the three dots in the search box will enable you to narrow down what areas are searched. <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"502\" height=\"302\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/12\/search-dots-.gif\" alt=\"\" class=\"wp-image-53213\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">In the example above we will search for the word Correspondence. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Details and Content &#8211;  The search will find the word Correspondence in either the Details column or within the document its self <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Details &#8211; The search will look for the word Correspondence in the Details Column only <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Content &#8211; The search will look for the word Correspondence in the Content of the documents only <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Custom Type &#8211; the search will look in the custom type column for the word correspondence. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>This guide will take you through locating items in the case management app&#8217;s Matter History To aid in locating a document within your matter history we have a few ways to search or sort the documents held. Column Headings Click onto any of the column headings this will reveal an arrow. clicking the arrow will [&hellip;]<\/p>\n","protected":false},"author":5382,"featured_media":0,"template":"","categories":[211],"tags":[],"class_list":["post-53140","pracctice_guide","type-pracctice_guide","status-publish","hentry","category-using-case-management-app"],"acf":{"display_as_dashboard_announcement":false,"announcement_title":"","announcement_type":"New feature","announcement_link_text":"Learn more","announcement_image":null},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Matter History Searches (App) - Osprey Approach Customer Support &amp; Training | Osprey Academy<\/title>\n<meta name=\"description\" content=\"This guide will take you through locating items in the case management app&#039;s Matter History\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/matter-history-searches-app\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Matter History Searches (App) - Osprey Approach Customer Support &amp; 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