Finding Documents

While all documents in Tracker are saved and organized under specific matters, you can also use the Library to search for and view documents across all matters. For example, you can use the search function to see all contracts related to a specific practice group.
  1. Click
    Library
    in the left navigation.
  2. Select
    Basic Document Search
    from the drop-down list.
  3. Type the name of the document if you know it, then select
    Search
    . You can also click
    Advanced Search
    . Select the appropriate filters and options, then select
    Search
    .
By default, this view displays the 20 documents you looked at most recently.