Search through all documents uploaded and/or created within MerusCase firmwide with the Search Firm Documents. Access Search Firm Documents via Documents > Search Firm Documents.
Search Firm Documents allows users to find matches in the document title, Activity Description of a document, as well as the contents of the document. It even searches through message (email) bodies for all of your linked messages. Many firms find this tool powerful when searching for a specific phrase, social security number of a client, checking for conflicts, and more!
NoteIt may take up to 24 hours for recently uploaded documents to appear in the search results.
Enter your search terms into the Search/Filter by Document Content and Activity Description field. If you’d like to add multiple filters, enter the first filter then click on the magnifying glass. On Click, a drop-down window will appear. Click Add Filter and toggle what to filter by.
Additionally, it is possible to limit the date range of your search results by setting time frame boundaries in the Date Created From & To fields.
Each result in the search contains the document name, highlighted matching search terms, case name, activity tags, and a timestamp.
Searching Case Documents
In addition to Search Firm Documents, it’s possible for a user to just search through Case Documents. The search functionality is same as for searching all firm documents (as detailed above), but the results will be restricted to only this case.
To access the Case Document Search, a case must be open. The Search Case Documents option is available from within the Documents drop-down menu, as an option within the left-hand navigation of a case, and also as its own tab to the left of the Activity tab.