Finding Documents
While all documents in Tracker are saved and organized under specific matters, you can also use the Library to search for and view documents across all matters. For example, you can use the search function to see all contracts related to a specific practice group.
- ClickLibraryin the left navigation.
- SelectBasic Document Searchfrom the drop-down list.
- Type the name of the document if you know it, then selectSearch. You can also clickAdvanced Search. Select the appropriate filters and options, then selectSearch.
By default, this view displays the 20 documents you looked at most recently.