On the Search menu, point to Eligibility and then select Disposition Eligibility.

Enter the search criteria in any of the available fields:

• Select  and then select:

  • Event type: A retention event for which the file part is eligible.

  • Retention schedule: A retention schedule to search for all file parts to which this schedule is applied. 

  • Client: The client to which the file part belongs.

  • Matter: The matter to which the file part belongs.

  • Office/Department: The location or group most responsible for the file part.

  • Media type: The media type of the file part, such as ‌jacket, insert, document, and so on.

  • 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.

Select OK.