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E-mail Capensys

1.    In Word, click the 'Open' button.

2.    The ‘Open’ dialog box has several search options: the ‘Quick Open Form’ (if you know the document number); the ‘Quick Search Form,’ that includes Client and Matter numbers; and the ‘Search’ button, that includes a drop-down arrow.
The last option chosen is the default, so don’t assume that this button will always search documents.
Click the arrow to see the options.

3.    Click ‘Search Documents’ to open the ‘Search Dialog.’

4.    Click the ‘Clear’ button twice to clear the previous search and revert to searching the entire database.

5.    The date fields allow you to limit your search by date.

6.    Complete your search criteria, and click the ‘Find’ button to find the document.