Frequently Used DMS Filters

The filter menu offers numerous options to refine your search, organized into categories like Document-specific Information, Matter-specific Information, Email-specific Information, etc. Here are a few examples of how to utilize some of the most popular filters effectively:

Filter by Author:

Refine results based on the author of the document.

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Filter by Title:

Refine results by requiring specific words to appear in the title of the desired document.

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Filter by Last Modification Date:

Narrow results based on when they were last modified.

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Filter by Location:

Filter by Location: If you know the specific folder or a broader folder level where the document is stored in your DMS, use the location filter to narrow down your results.

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Filter by File Type:

For example, limit results to just "PDFs."

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