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- Choose "Tools" from the top task bar
- Then choose "Documents Search" from the drop down list of menu items
The "Document Search" selection screen will be displayed. 
- You may limit your search to specific dates
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- or simply leave the "Date From" and "Date To" fields blank.
- You have the option of limiting your search to specific categories and sub-categories and Case Types, as well as such other search criteria as who the document was created by, or
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- who it was sent from or directed to, etc.
- Enter a description (i.e., the document description that would have been used when the document was being saved).
- Click the "Apply Filters" button to execute the search.
If there are documents in the system that satisfy your search criteria, a list of cases will be displayed. In the example below, the search term used was "medical records" and and implant (1) which resulted in the list displayed (2).