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Searching all documents

The Analyse Documents page is used to search for documents created by your practice, by their title, author, reference number or extra field value. This includes all documents for contacts, clients, assignments and employees.

To search the contents of a document using a full text search, use the Find Documents page. See Full text searching.

To find all documents
  1. Select Documents > Analyse Documents on the toolbar.
    Select Document > Analyse Documents on the main menu. The Analyse Documents page opens.
  2. In the Search for section, you can either:
    • Enter the document name or part thereof in the Title field and/or the author's name in the Author field. The author’s name can also be selected from the drop-down.
    • Enter the document number in the Reference no field.
  3. Ensure that the Get ALL records checkbox is selected. To search all documents for contacts, clients, assignments and employees for a match with the search criteria.
  4. You may refine your search further using any combination of the following search options:
    • Include extra fields — to search on the content of the value entered in the category fields (extra fields) for the documents.
    • Include Archived items — to include archived documents in the search.
  5. Click Search or press [Enter]. By default, the first 1000 records (documents) that match the search criteria are displayed. Documents with attachments have an attachment icon displayed.

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