To enter additional search criteria (such as Media Type, Retention Schedule, Created Date, and so on), in the toolbar, select Advanced Search. The application opens the relevant search dialog based on the level of the file plan you are browsing in.
This section includes the following topics:
- Searching for File Parts
- Searching for Clients
- Searching for Matters
- Searching for Boxes
- Searching for File Part Eligibility
- Searching for Box Eligibility
- Search for Cut Off Records
- Search for Vital Review Records
- Searching for Requests
- Searching for Locations
- Searching for File Part Audit History
- Searching for Box Audit History
- Searching for Client Audit History
- Searching for Matter Audit History
- Searching for disposition Processing Errors