NOTE: Advanced search is enabled by default. If you prefer to conduct a simple search, simply toggle off the Advanced Search option.

  1. From the search type drop-down list, select Documents.

  2. Use the scope and the language drop-down lists to predefine the search scope and search language.

  3. From the search field drop-down lists, select the filters for the search. In the text fields, enter the text you want to search for. The following figure shows the results for a document search where:

    • The document must have the word apple only in the title and

    • Only the keyword litigation must appear in the title, description, content, or any metadata of the document.
      Figure: Performing advanced search for documents

  4. Optional:

    • Select the Add <field name> button or press the Shift+Enter keys to add more levels of search criteria and narrow your search.

    • Select (blue star)  next to a search criteria to remove it.

    • Select Clear values to clear all text fields.

    • Select Reset form to reset the search form to the default search fields.

  5. Select:

    • In Recent Matters: To display results from your Recent Matters list, which is content that you have accessed in your matters in the past 30 days.

    • Expanded Search: To display matching documents by all authors in the search results.

  6. In the search results list, select the required document and then:

    • Select Show Details to display the Properties, Versions, and Preview tabs for the document.

    • Select the kebab menu to open the document right-click menu that contains options for the various document tasks that you can perform.