Searching for Documents
In this blog we continue to look at document searching by utilising search types
Search DMS
To access a full document search:
- From within MS Word select the Home Tab
- Click the drop down list on View
- Click on Open Document
Search Types
Current Client
Will look at the current client you have selected in MatterSphere and display the top 50 documents from across all matters that client may have.
Current Client & Matter
Will look at the current Client and Matter you have selected in MatterSphere and display the top 50 documents from that specific matter only.
All Clients & Matters
This option allows you to use different Filters as described in the previous blog post MatterSphere – How to find documents quickly – Top Tip No. 5 in order to search the entire DMS for a particular document
Last Created
Will display the last 50 document created
Last Updated
Displays the last 50 documents updated/edited. Please note this is the search type that the Search Type defaults to when you first access it.
Checked Out
Displays any documents that are currently in a checked out state
See the Video below
