Wednesday Wisdom: Use Advanced Search To Find Legal Documents
In part 4 of our series on the new Galactic Search capabilities, we will cover the ‘activity’ dimension. You saw how we can search clients, matters and contacts to create reports and check for conflicts. Now, we will see how the activity search can allow you to find virtually anything added to the account – in particular: uploaded documents.
The activity search allows you to create custom filters and drill down to just the information you are looking for. This gives you one centralized place to find items that have been added to the account without have to search through specific case and client files.
You can filter you search with 9 different options: date, client, tag, matter, matter status, user, activity description, activity status, and activity type.
Searching for a document is as easy as entering part of the name of the file you have uploaded in the activity description and clicking search (select ‘document’ from the activity type section to specify that you are searching for an uploaded file).
Clicking the documents description brings you to a page to bill for the document, edit the file, or download the file to your local computer or device.
As always, remember you can save your search query, and export your results.
TRAINING AND DEMOS
Rocket Demos are always available online 5 days per week! Click here to select a time convenient for you and register.
Current customers who need a refresher on all things Rocket Matter are encouraged to jump onto one of our online training classes. We also offer them 5 days a week.
Our dedicated support team is always available 8am-8pm EST, Monday through Friday, to answer all of your questions and concerns. You can reach them by phone at 888-432-1529 option 1.