Search and Retrieval
Locate documents in seconds using views, sorts and filters to get the full power of metadata and search.
Searching for Documents
- Search and Retrieval Overview
- Searching in Lists
- Sorting and Filtering
- Filter Drawer
- Tags and Keywords
- Group/Client/Job Search and Navigation
Using the Views
- Quick Access to Views, Clients, Documents, Jobs and Tasks
- Navigating between Groups, Clients and Jobs
- Adding/Removing/Moving Columns in a List
- Emails Sent, Received and Draft and Mail Register Views
- Custom Views - Saving Changes to the View Layout
- Sticky Views