The search functionality, is located throughout most of the Legisway Essentials dashboards. In the search bar, all users can search for all types of entities, dossier types and documents.
When searching for an entity, you can limit the results, by selecting entities, and you can limit your results furthermore, by selecting a specific entity type.
Next to limiting search results based on the entity type, you can also limit the search results, on “Exact” or “All matches”, on “Active” or “All statuses”, and on “Time” bases.
When a user selects “Matter” as filter, the report only displays dossiers. As shown, there are exact and partial matches. To refine the search results, a user can filter the results based on the specific matter type.
Next to having the ability to search for entities and matters, it is also possible to search for documents in Legisway Essentials.