- Access Your Matter:
- Begin by clicking into the relevant matter you wish to search within. This ensures you are searching within the correct project or case.
- Open the Search Panel:
- Once you’re inside the matter, click on the "Search" option located in the top navigation menu. This will open the search panel, allowing you to customize your search settings.
- Customize Your Search:
- On the left-hand side of the search panel, you will see various options to tailor your search:
- Annotations: Choose whether you want to include annotations in your search results.
- Folders: Select specific folders you would like to search within, narrowing the scope to relevant areas.
- Document Types: Filter your search by document type, ensuring you find the correct file types such as PDFs, Word documents, or images.
- Date Range: Specify a date range to limit the search results to a certain time period.
- Keywords: You can also search by specific keywords to find documents or annotations containing certain terms.
- On the left-hand side of the search panel, you will see various options to tailor your search:
- Perform the Search:
- After selecting your filters and entering any keywords, click the search button to view the filtered results.