Category: Search and Organization
One of the biggest advantages of NetDocuments over a traditional file server is search. Instead of clicking through nested folders hoping to find the right document, you can search across your entire repository in seconds.
Basic Search #
The search bar sits at the top of the NetDocuments interface and is available from any screen.
- Click the search bar at the top of the page.
- Type in your search term. This can be a document name, a keyword, a client name, or a matter number.
- Press Enter or click the search icon.
- NetDocuments will return a list of matching documents from across your repository.
Narrowing Your Results #
After running a search, you can use the filters on the left side of the results page to narrow things down by:
- Date (created, modified, or accessed)
- Document type (Word, PDF, Excel, etc.)
- Author
- Cabinet or workspace
Advanced Search #
For more precise results, click the Advanced Search option next to the search bar. This lets you search by specific fields such as:
- Document profile fields (document type, matter number, client name)
- Date ranges
- Specific cabinets or workspaces
- Full-text content within documents
Saved Searches #
If you run the same search regularly, you can save it for quick access. After running a search, click Save Search, give it a name, and it will appear in your saved searches list for one-click access in the future.
Tips #
- Use specific terms rather than generic ones. Searching for “Smith affidavit” will give better results than just “affidavit.”
- Take advantage of document profiles. The more metadata your firm adds to documents, the more powerful search becomes.
Need help getting your team up and running on NetDocuments? HFSM Technology provides implementation, training, and ongoing support for Canadian law firms. Visit hfsm.ca to learn more.
