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).

The resulting list of activities will include links to go to the uploaded file, matter, or client directly for the search page. 

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.

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