On the Search menu, select Matters.

Enter the search criteria in any of the available fields:

• Select  and then select:

  • Client: The ID of the client to which the matter belongs.

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

  • Retention schedule: The retention schedule applied to the matter.

  • Responsible attorney: The user who has control over the matter.

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

  • Practice area: The practice area for the matter.

  • Created by: The user who created the matter.

  • Modified date: The matter was last modified.

  • Modified by: The user who last modified the matter.

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

  • Matter ID: Enter the ID of the matter.

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

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

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

  • Created date: Specify when the matter was created.

Select OK.