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In 'Find' mode a user can perform both full-text and index data searches and then view the found document.From this mode, users can also edit index data, add files to existing documents, add new files to a category, edit case headers, add new documents to existing cases and view linked documents.

Go_ModesSettings_Find_001

 

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Note:

Searches can also take place within Cases (as well as Categories).

The ellipses icon (...) next to a category will enable documents to be saved directly into the category. Please refer to the question 'How do I save documents into a preselected category?'

 

 

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