Our new search improvements make it easier and quicker for you to find what you are looking for, narrow results, and get more reliable data for reporting.
In this article :
Display your recently viewed items
Use the top global search bar to view the items you've accessed today / in the last week / in the last month, or earlier. To do that, simply click on the search bar:
Quick Search
Run a quick search to display the top 5 matters, contracts, or files that match your query. As you type a minimum of 3 characters, the search bar suggests an entire search query that matches the partial query.
Note: There is a 5 to 10min period between the time a matter/contract is created and when it appears in search results. This is so that the search indexer can run.
Advanced Search and Filters
From the search bar, click on Advanced Search
Or hit Enter on your search query to display the full list of results split by Matters, Contracts, Files, Knowledge, and Conversations
Global Search results include a count so you can see how many results match the term you are using in each category. That means you can go straight to the place with the information you are looking for, in less time and fewer clicks.
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Filters help you narrow down your results and find out exactly what you are looking for. You can select “any” or “all” within a filter, the same as from the grid filters. Multiple filters can be applied at once.
The filters available for each category are on the left-hand side of the search results. These are :
Matters: Matter Type, Tags
Contracts: Contract Type, Other Party
Files: Matter, Contract, Category, Tags
Knowledge: Category, Author, Tags
Conversations: Matter Type, Matter, Contract Type, Contract
In this animation, I am filtering the 15 contracts on the 'Beck & Co' tag :
