From the Search menu, select Matters.

Enter your search criteria in any of the available fields:

• Text search. Enter any search terms. The application returns information for matter which match these terms.

• Select the ellipses  icon for each of the following fields and then:

  • Client: Select the client to which the matter belongs.

  • Matter: Enter the ID of the matter.

  • Membership policy: Select the membership policy applied to the matter.

  • Retention schedule: Select the retention schedule applied on the matter.

  • Responsible attorney: Select the user that has control for the matter.

  • Office/Department: Select the location or group most responsible for the file parts contained in the matter.

  • Practice area: Select the practice area of the matter.

  • Open date: Specify date when the matter was opened.

  • Close date: Specify a date when the matter was closed.

  • Vital record review cycle: Select the review cycle check box if the matter contains records that require periodic review. You need to specify a review cycle, which is effective from the Last Reviewed Date of the item.

  • Created date: Specify when the matter was created.

  • Created by: Select the user that created the matter.

  • Modified date: Specify when the matter was last modified.

  • Modified by: Select the user that last modified the matter.

Select OK.