Searching for items

• Options available when performing a search
• Adding a linked field to the search form
• Adding commonly used file types to advanced search
• Selecting lookup search match type for custom metadata fields
• Searching for documents
  • Performing an advanced search for documents
• Searching for emails
  • Performing an advanced search for emails
• Searching for documents and email
• Searching for folders
  • Performing an advanced search for folders
• Searching for matters
  • Performing an advanced search for matters
• Searching for clients
• Saving a search
• Using recent searches
• Recent Matter Searches
• Performing a simple search against title or keyword