You can find the documents associated with matter files using the Docrio Search Bar.
Advanced Search
The Advanced Search slide-out allows you to find files using criteria beyond File Name and Description. With Advanced Search, you can combine multiple filters to create a list of files which match your specified criteria.
Default Fields
Your Salesforce Administrator can add or remove fields. The default search fields are:
- Author
- Created By
- Created Date
- File Name
- File Type
- Last Modified By
- Last Modified Date
- Latest Version
- Owner
- Related To
How to Use Advanced Search
- Select the Advanced Search icon (Magnifying Glass).
- Select your criteria.
- Select Go (or hit Enter/Return).
- A list of files that match your filter criteria appears.
- Modify your Advanced Search criteria by selecting the icon to open the slideout.
- Select Clear All to remove all filters.
- You can also remove search filters by selecting the x on each applied filter above your search results.
Clear an Advanced Search
There are three ways to clear an Advanced Search:
- Select Clear Search Results in the VIEW BY submenu.
- Open the Advanced Search panel by selecting the Magnifying Glass icon > Clear All.
- Close all Search Filters in the SEARCH FILTERS submenu.
Modify an Advanced Search
You can modify an Advanced Search by expanding the Advanced Search panel and updating your filters.
- Select the Magnifying Glass icon.
- Add/Remove filters.
- Select Go (or hit Enter/Return).
Alternatively, you can remove each filter individually from the SEARCH FILTERS submenu.
Take your searching abilities to the next level with Docrio+ and Optical Character Recognition (OCR).
