The document
search allows you to quickly and easily locate any
document within
ContactsLaw. As with the
contact search, you enter a search term that is matched against the set of fields you specify; for example, the description of the document.
Search term and match type
Type your search term into the box. If you type two or more words, you can decide whether you want documents that match all words or documents that match any word in the box.
Alternatively, you can also search by
contact. In this mode of operation, the search term is replaced by a field which allows you to add one or more contacts. The match type determines whether the documents matched must contain all or any of the contacts in the list.
Search criteria
Fields
Select the fields you want to search in. The document description is the most common (and fastest) field to search in. You can search within the body of the document through integration with the
Windows SharePoint Services search (results from SharePoint are combined with those matched from the ContactsLaw database). You can also type all or part of a contact's name and match documents who are associated with a particular contact, optionally selecting a role to narrow down your search.
Document type
You can restrict the search to a specific type of document. This also determines which roles/dates you can filter by.
Date
You can restrict the search to a specific date range, optionally using a specific document date.
Direction
You can restrict the search to show incoming/outgoing documents.
Advanced search
Member
You can restrict the search to return documents that a particular member has been involved with, optionally selecting a particular action that occurred on the document (e.g. when the document was sent, finalised, etc).
Workgroup
For documents on files, you can restrict the search to find only documents pertaining to a particular workgroup.
File format
You can narrow your search to include only documents of a certain Windows file format.
Attributes
You can further restrict the search by including only documents that match a given set of attributes.
Search results
The results of the search appear in the list below the search criteria. ContactsLaw will display up to 100 results per search. Results are ranked and ordered according to relevance, with the best match at the top of the list. You can override this order and sort by a particular column if desired; your preferences will be retained across searches, but will reset to the default order if the search is reset.
Occasionally, you may see documents in the search results which have obfuscated names and cannot be selected; these results are for documents which you have not been granted
permission to view.
See also