EditPurpose
To search for a document in LegalSuite's electronic filing system.
EditLocations Used
Documents
EditOverview
As you store documents into your electronic filing system within the LegalSuite database, you may one day need to view a particular work order. Note that the LegalSuite electronic filing system does not include documents that are automatically generated by LegalSuite. It only includes the processed documents that you may have scanned or uploaded.
To search for a document in the LegalSuite database, make the menu selection
Documents⇒Search Documents from the navigation bar.
 Search Documents |
Select from the pull-down menu the document group that you would like to search within, then click on the
SUBMIT button.
 Search Documents - Enter search parameters |
A set of search fields will be displayed in which you can enter values. The search fields vary depending on which document group you select.
1.
Fill in one or more of the fields to define your search parameters.
The input fields marked with an asterisk “*” are required; in other words a value must be specified before a search can be initiated.
The more information you specify, the narrower your search becomes.
2.
Click on the SUBMIT button.
The page will be updated to display a list of all the documents that satisfied your search parameters.
 Search Documents - results |
If some or all of the search parameters you have specified is inaccurate and you wish to start over, select the RESET button to remove all the data from the page so you can re-enter your search parameters.