Use filters to search for documents (e.g. time sensitive, high priority items, specific client, etc.)
Filter by hovering the mouse over the column header you wish to Filter. More than one column can be filtered for a more focused search.
Click on the drop-down arrow that appears to the right of the column header. In the example below, the Title (also known as DocType) is being filtered.
A list of all the items in that column will display. Select the type of document(s) you are looking for. In the example below, Police Reports have been selected.
CaseWorks will Filter all items that do not match the selection and will only display items that equal the selected criteria.
In this example, there are only two Police Reports in the DocBox therefore only two documents will be displayed in this filtered view.
Note: A small filter icon will display next to the column header to indicate that the data is Filtered.
Filters can also be used to search for all documents relating to a particular client. Follow the same steps in the example above but Filter on the First Name, Last Name, or Case Number column.