Filtering and Searching Documents

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Filtering and Searching Documents

The Review filter tree is on the left side of the screen. The various filters are used to determine which documents to review. Once filter choices are selected and the Search button is selected the documents will be listed on the Current Docs grid screen to the right:

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The search summary above the Document List displays the current search parameters:

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Once a search is complete, the results will appear in the Current Docs grid screen.

The Search Button

After choosing filter criteria clicking Search will execute the search. To include family members with the search hits, click the drop down menu to the right of the Search button and select Search with Families. Likewise Search with Threads will return thread members of search hits.

The selected filter criteria can also be saved as a Saved Search with a selection on the Search button.

The resulting set of documents can also be placed into Assignments

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