Search Files

You can search for files based on author name, typist name, matter number, subject, document type, document name, or key dates.

1. Click Search at the top menu.
2. The Search Files window will pop up, as shown below. Select the folder where to search files from by clicking on the button next to Search for files in:
3. Select the folder (or subfolder) to search the files from.
4. Select which typing queue, transcription folder or transcription subfolder)
5. Click Choose this path to select.
6. Tick the box next to Search subfolders if you’re also to search from the subfolders of the selected path.
7. Choose whether Match all or Match any from the search criteria you’re setting up from Step-8.
8. Set up your search criteria. Select the Status.
9. Select the condition of the date you’re selecting in Step-11.
10. Click this calendar icon to show the calendar and select the date.
11. Click More button to add more conditions.
12. Set-up the second search criteria if needed.
13. Click Fewer to remove search criteria.
14. Click Search button.