Search

The Global Search bar can be accessed from any module in CAM. You can search for Matters, Jobs, and Users and Groups. The Layout for the search bar can be defined in the Administration>Layout>Search tab.

Option 1- Quick Search

1. Type a portion of the matter or contact name in the search field. The drop-down will display a list of matching results. Select the result that matches your search criteria to display search results.

Option 2 - Advanced Search

The Advanced Search option allows you to access additional filters to search and retrieve information.

1. Click the drop-down arrow in the search bar. The Advanced Search form is displayed with three tabs for Matter, Job, and Users and Groups.
2. Enter your search criteria in the applicable tab and click Search.
3. You can use AND/OR operators when searching by external systems. When using an operator, select multiple systems in the System drop-down field.

Tip: Use AND to include all the selected external systems when searching, for e.g. iManage AND NetDocuments. Use OR to broaden your search criteria and display all results that match in any of the selected systems.

4. The window closes and the screen refreshes, showing a list of matching results.

Documents Tab

The Documents tab allows users to find specific document(s) that meet a criteria you are looking for.

Fields available out of the box for CAM are:

Permission	Description
Client	The Client of the document.
Matter	The matter of the document.
Document Name	The Name of the document. E.g. Litigation for Client A.
Document Type	Document type. E.g. pdf, docx, txt
Edited	Selects the edited date of the document(s). You can do different operators like greater than, less than, equal to, greater than or equal to, less than or equal to, or not equal to. Select the custom date calendar to select a date from the calendar picker, or type in a date.
Description	Document description.
Document Number	Number of the document.

To Search for a Document in Documents tab:

1. Enter your search criteria in the available search boxes. Note: A user can enter multiple search criteria to limit results further if needed.
2. Then click the Fetch Documents button.

Workspace Tab

The Workspace tab allows users to find specific workspace(s) that meet a criteria you are looking for.

Fields available out of the box for CAM are:

Permission	Description
Name	The Name of the workspace.
Menu	A menu of options to select additional options
Owner	The owner of the workspace
Client	The client of the workspace
Matter	The Matter of the workspace
Database	The database source the workspace is from
Security	The security of the workspace to filter by. E.g. Public, Private
End Date	The end date of the workspace.

To Search for a Workspace in Workspace tab:

1. Enter your search criteria in the available search boxes. Note: A user can enter multiple search criteria to limit results further if needed.
2. Then click the Fetch Workspace button.

Saved searches:

In CAM you can save a search like in other document systems.

After searching, in the Action Menu click Save Search.

Give the search a name.

Note: Saved searches should have a completed clientid and matterid within the result. If empty, the search may not save.