This is will show you how to quickly search for and open your documents from a particular Matter.
Find the Matter and select the Documents Powerview
1. Find the matter. If you are having trouble finding matters, see our navigation basics training.
2. Select the Documents Powerview
3. The documents for the matter will appear in the powerview section.
By default all documents will be listed in date order with the most recent document at the top. You can change the sort oder by clicking on the column headers. (Date, Code, Description, Staff) You can do multiple level sorting by holding down the shift key - Example Shift - Code-Date will list all of the documents in Code order by date.
Only want 1 type of document - use the QuickFilter
1. The Quickfilter will show the codes that you have used (most recent to the left). Click the code to filter.
2. Those documents will appear in date order. Remember you sort by other columns.
To Open the document - Click on the description
The document will open
The document will open in the proper program. Example: pdfs will open in Adobe, doc in Word etc.
You can use Quickfilter to search the descriptions
1. Enter text in the QuickFilter box and press tab
2. The document list will filter with the results.
This allows you to see a list of documents that you need regardless of code.