What is the Document Search?

What is the Document Search?

The Document Search screen is where users are able to search merged documents by different criteria, including E-File Documents that have not been filed yet.

To access the document search, go to Searches > Document Search

Users are able to search for merged documents and see the case, status, FACC receipt number, etc. 

How to use the Admin Mode?

Enabling Admin Mode unlocks extra functionality, including:
To see these option enable the admin mode button, and the options are available via the right click menu.
  • Add E-service recipients
  • Add a comment
  • Set as urgent 
  • Set as agreed proposed order
  • Cancel the document



    • Related Articles

    • How to Search for Cases?

      How to search for Cases? The Case Search Screen is where users can search for cases, add new records, run reports, etc. To search for a case, choose the filter based on what information the user is using to search, type the information, and search. ...
    • Frequently Asked Questions

      Bookmarks What tabs are able to be bookmarked? Users are able to bookmark items from: Event Tab Image Tab Note Tab Relationship tab Image Review Screen CIP Cloud Storage Can users use the OCR or PDF indexing on images that are in CIP Storage? If ...
    • What are the different types of Documents?

      What are the available Document Types? There are two types of documents: Case and Relationship. Case Documents when merged yield one document per case. Relationship documents yield one document per relationship selected. Letters and subpoenas are ...
    • What is the Statute Search?

      What is the Statute Search? The Statute Search is an online version of the old “Charge Book.” Attorneys can use this screen to research the statute table when deciding what charges apply to a case. If the statute has a special instruction included, ...
    • How to know what Cases were viewed by users?

      What is the Cases viewed by user Search? The Viewed Cases by User screen displays a list of cases that a specific user has recently accessed. This helps users quickly return to previously viewed cases without performing a new search. Each entry in ...