Get ready for some spooky fast document management tips!
Searching for a specific file on a Tab loaded with hundreds of various documents can be a daunting task. Mastering your skills at using the TrialWorks filter feature will simplify this process and make finding any document as easy as 1 – 2 – 3!
Step 1: Clean Up and Save Your Datasheet
It’s a good idea to begin with an organized datasheet. Make sure that your columns are in a sensible order, fully-opened, and that all of the fields have been completed. Remember to “Save” your layout [Home > Save icon]!
Step 2: Filter
What are you trying to find? A status letter to your client? A demand letter to opposing counsel? From the Category column, click the down arrow to display the various document categories from which to filter, and make your selection:
Step 3: Find
The result is a filtered list of documents that meet the criteria you’ve selected, enabling you to more easily find your document!