Locating documents
Documents are often attached to cases, but can be attached to main (parent) cases or child cases, and documents can themselves contain supplementary documents, which can complicate locating a specific document. Additionally, large or complicated cases can potentially contain hundreds of documents and it can be difficult and time-consuming to accurately and quickly locate specific documents as you need them.
The following methods can be used to search for and locate documents in WorkZone:
- Open a document list in the Navigation pane and search for the document in a list by entering free text search criteria in the Search in list field.
- On the Documents detail tab on a case detail page, search for all documents attached to the active case by entering free text search criteria in the Search in list field.
- On the Documents in hierarchy detail tab on a case detail page, search for all documents attached to the active case and its child cases by entering free text search criteria in the Search in list field. The Documents in hierarchy tab is not displayed by default and must be manually added to the case detail page.
- Create a custom detail tab and apply the tab to the case detail page to filter documents attached to the case. The results may be case context sensitive, meaning you would only get documents that are attached to a case or a meeting. You can either use a saved custom search (see custom search below) or define your own filter directly for the custom tab.
- Use a standard documents search page to locate specific documents or all documents. The results are displayed in a document list which itself can be filtered using the Search in list field. You can also use the standard documents search page to search for all documents in a parent and child case hierarchy by using the Case (Simple) field as a search criteria.
- Create a custom search and adjust the search criteria to fit the exact specifications of the documents you want to locate. Saved custom searches can be added as custom detail tabs on detail pages or added to the Navigation pane as independent items or lists.
- Open a Quick Search and use the document number or title as search criteria and automatically open the document detail page for the document.