Document Management > View your document list


View your document list

The Documents main view lists either the documents saved to files or the templates for generating documents.

In the Documents main view set the tab in the left pane to Documents.

 

        Filter the list of documents – Use the filters in the left pane to filter the documents by date range, file, and/or document category.

If Dropbox or Box integration is enabled for the firm, filter to all documents, Dropbox or Box documents only, or Amicus documents only.

        Add/Updates –Add a new document, or update an existing document with a new version. The document will be uploaded to the cloud for storage.

        Author and dates –Of the current version of the document. To see more information, open the Amicus document details.

        Views –Open the current version of the actual document.

        Detailss –Open the Amicus document details (notes, versions, etc.).

        Emails – Open a new email with the current version of the selected document(s) attached.

Quickfind a document

        Enter search text in the Quickfind box at the bottom of the screen to find matching documents in the currently filtered list.

o        After clicking into the Document Quickfind field, the Tag option appears beside the Quickfind field and the Author and All options appear to the right of the Title option which becomes active by default.

o        The results list has an orange header.


To clear the results, click the X button at the right.

Quickfind using the Tag option

o        Clicking on the Tag option automatically expands the Quickfind field and a tag icon displays within the field.

As text is entered in the field, the matching tags display and can be selected from the list.

o        Press Enter to perform the search on existing tags in the system.


o        To clear the results, click the X button in the header.

o        To clear a tag search, click the X in each of the tags.

o        Clearing the last tag will clear the entire seach.

o        Changing filters in the left pane also clears the search results.

        Add/update a document

        Manage documents on a file

        View the document templates list


Amicus Cloud (January 2023)

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