Get ready for some spooky fast document management tips!

Searching for a specific file on a Tab loaded with hundreds of various documents can be a daunting task.  Mastering your skills at using the TrialWorks filter feature will simplify this process and make finding any document as easy as 1 – 2 – 3!   

Step 1:  Clean Up and Save Your Datasheet

 It’s a good idea to begin with an organized datasheet.  Make sure that your columns are in a sensible order, fully-opened, and that all of the fields have been completed.  Remember to “Save” your layout [Home > Save icon]! 

Step 2:  Filter

What are you trying to find?  A status letter to your client?  A demand letter to opposing counsel?  From the Category column, click the down arrow to display the various document categories from which to filter, and make your selection:

Step 3:  Find

The result is a filtered list of documents that meet the criteria you’ve selected, enabling you to more easily find your document!

The Filter and Find concept is also applicable when searching for documents using TWSearch:

From the Home Menu Bar, type in the word you want to search, then select “Search This Case” or “Search All Cases:”

 The results are displayed in a grid, where you may further refine your search by filtering on the Document, Description, Tab, Author and Case Name columns:

TrialWorks case management software strives to make your daily work life easier and more productive.  For more information on this Tip or any other TrialWorks topic, please call our office at (305) 357-6500.   Stay tuned for more Tips, make sure to check out our website for more information on TrialWorks 11!