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Documents, Contracts, and SOPs
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This article applies to:

  • Product: Legal Tracker
  • Subject: Documents
  • Audiences: Firm

Search and Retrieve Contracts

Contracts are stored under
Documents
 in a specific matter. You can search for a document using the filters then open the document from the search results.
To search and retrieve documents:
  1. Access the applicable matter.
  2. Click
    Documents
    .
  3. If you want to search a specific folder, select the folder from the first filter drop-down list.
  4. Select
    Contract
     from the second filter drop-down list. The results of your search display. Each row is a contract and the columns include information about the contract.
  5. Double-click the contract name to access the contract profile.