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12.2. Search for Documents Across Multiple Cabinets

You may have a need to search for files located across multiple cabinets.

  • To select multiple cabinets, choose the Cabinet button and select the check box next to each cabinet you want to include in your search

  • Double-click on one of the cabinets, or select the green check mark

  • The fields displayed will only include fields that are in all of the selected cabinets.

    • For example, if you select only the Client cabinet, you will see the following fields:

    • If you select the Accounts cabinet you will see these fields:

    • When selecting both cabinets, you will only see the fields that are the same (so in this instance, Client, DocType and Filed By):

  • Enter your search criteria, and select "Search"

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