Many clients limit their search options to “Direct Access” which just brings up all the files for a given matter (depending on how your system is configured). This is fine for matters with a relatively small number of documents, but what about larger matters, large litigations, etc.
Once you get an initial sort done, how can you process the results? Many clients ask if they can do a secondary sort/search on the results of an initial search. Depending on exactly what you want to do, there are several options for doing this.
One convenient option is via the “Filters” tab at the bottom left of the screen. This will bring up a screen that lets you select specific options, such as particular file types (*.xlsx, etc.), and bring up just those files. The bigger the type the more files fulfill that criteria. By default, this lets you select a particular option. However, if you click on the little green circle with a “+” sign at the left of a line it changes to a red “-” sign and lets you exclude certain items, such as emails (*.msg files).
Within the Worldox display, you can sort on any column by clicking on the column header desired. You can also sort by a second column in addition to the first column that is sorted. To do this, right-click on the column header row and select “Set Multi-Level Sort.” Select the first column to sort on and then the second, together with ascending or descending in each case. Click OK. Note that some options may not work very well, such as sorting by description after you sort by date modified. But sorts by Profile fields work well.
You can search for a word in the description or other columns. Just start typing with the worklist displayed and you will go to the first “hit” as you time. This works the same way as type-down in selecting from the client or matter list.
When you start a new search, at the bottom there is a button that says “Search What?” Click on that and select “current list.” This offers the same search options as a general search, but is confined to the current list. Note that since this search is not indexed, if you have a very large number of documents it may be a bit slow.