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You can access the Documents Register by selecting the Blue book icon at the top of the screen.
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How to Search using Advanced Search for Documents
There are multiple ways to search and sort your documents. Within the matter, you have a simplified view of your documents that are specifically for that matter within a short date range. https://wiseowllegal.atlassian.net/wiki/spaces/WOH/pages/1870684/Matter+-+Edit#Documents
However if you aren’t finding what you want, using the Documents Module full Advanced Search will allow more options and customisable search fields to easily find what you are looking for.
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Note that the more data you record against your document in the metadata, the easier it will be to find. E.g. you can set the category, form of communication, document folder and other details in the metadata |
On the Documents Register, you will see multiple default search options at the top of the page including
Matter Number or Name
Doc No
Doc Type
Modified or Created dates
Matter contacts
Status
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After these default searches, there is an area for Extra Parameters which is actived once you have enabled your person search parameters
Extra Parameters
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The Extra Parameters searches are specific to your user that you are logged in as. Changes to this will only affect your user and will stay until you change them. |
To add in additional search parameters, click on the ‘Choose Serach Parameters’ option.
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There is a list of optional search parameters. The greyed out tickboxes and the default search options.
Tick the boxes for information relevant to how you search and then press ‘Save parameters’. You can search by the majority of data against a document.
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Once you have saved, you will find that your Extra Parameters area fills in with the search options you have chosen.
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Make sure to mix and match to see what suits you best. E.g. You may find that a combination of Matter Number and Document Name perfect; or using the File Type narrow the type of the document to word documents only suits your search! |
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At any point, you can hit the ‘reset’ button on the bottom of your search to clear out all the search options you have entered. (This won’t reset your Extra Parameters!)
How to Open and Edit
To open a Document on the document register you can either:
Click on the hyperlink attached to the name of the Document
orby clicking the ‘Open’ at the end of each document line.
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Selecting the Document Number will take you to the Document Metadata page or the Document Details page where you can make changes to the document as required. You can also make changes to the document by using the drop down menu at the end of every document line.
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Open: This will open the document in the relevant program e.g. Microsoft Word
Download: Will download to your computer based on your browser download options
Rename: Gives you the option to Rename your document
Edit Metadata: Takes you to the Metadata (information about document) page for that document where you have more fields that you can edit.
Change Status: Allows you to change the status of the document e.g. draft to final etc
Save as Copy: Copies the document and allows you to name it
Unlock: This allows you to manually unlock a document that someone else is editing in word.
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