Document Search

SmartAdvocate® allows you to do a global, system wide search to locate a document wherever it is located within the system. There are instances, for example, when you know you have created a specific document, but may not remember which file the document was created in or attached to or when that document was created. The "Documents Search" feature under the "Tools" section will allow you to do a global search to locate the document.

1. Choose "Tools" from the top task bar

2. Then choose "Documents Search" from the drop down list of menu items

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The "Document Search" selection screen will be displayed.

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• You may limit your search to specific dates 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 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    implant (1) which resulted in the list displayed (2).

An add-on is available in SmartAdvocate that also allows you to search the text inside your documents. 

For more information about the Document Text search, please see Document Text Search.