Include Documents within Folders in Matter Search | Voters

Include Documents within Folders in Matter Search

complete

Tyler James Malm

Functionality where user can use the search bar within the Matter (not the full Search feature) to search names of documents within all folders in the matter.

July 22, 2022

LexWorkplace Product Team

marked this post as

complete

LexWorkplace Product Team

As of an update to search last year, this feature exists! You can search within a Client or a single Matter from the Client/Matter screens, respectively.

Kathleen Norman

Take it a step further: As in Clio have a couple of buttons to choose from: "All" shows the folders; "files only" or "documents only" brings all documents in that matter to the top.