Select the Search menu.

Select Eligibility.

Two types of disposition eligibility searches are available and both have the same functionality. Select one of the following:

1. Precalculated File Disposition...
   TIP: We recommend this search as it can generate results more quickly.

2. File Disposition...

Enter your search criteria in any of the available fields:

• Event type: Select the  icon and select a retention event for which the file part is eligible.

• Eligibility date: Specify the event eligibility date

  • As of Today: Eligible on any day until today.

  • Between: Eligible on any day within the specified date range.

  • Until: Eligible on any day until the specified date.

  • From: Eligible on any day from the specified date.

• Retention schedule: Select the  icon and then select a retention schedule to search for all file parts to which this schedule is applied.

• Client: Select the  icon and then select the client to which the file part belongs.

• Matter: Select the  icon and then select the matter to which the file part belongs.

• Matter Responsible Attorney: Select the  icon and then select the matter responsible attorney.

• Office/Department: Select the  icon and then select the location or group most responsible for the file part.

• Media type: Select the  icon and then select the media type of the file part, such as a jacket, insert, document, and so on. 

Select OK.