Search - By Client
complete
V
Valerie Pike
The search by Client feature should be on the search tab. It is too vague and hard to get to to search under client. I need to be able to search for a word or phrase within a document or document name, select the document type, and potentially even the user who created it. Those sort criteria aren't available in the "Search within Client" feature.
LexWorkplace Product Team
complete
G
Gabrielle Holley
LexWorkplace Product Team: I do not see the client level filter in the search area. See attached (redacted) screenshot. Please advise. Thanks.
LexWorkplace Product Team
Gabrielle Holley: Hi Gabrielle. To search an entire client, navigate to that client (Left Nav > Clients > Client ABC), then use the top search bar.
See screenshot below. Don't hesitate to contact our support team if you need help!