See this tip in action

Print this page

E-mail this page

E-mail Capensys

1.    If you need If you need to search for a workspace that's not already shown in your Matter Worklist or My Matters, there’s a FileSite toolbar button in Outlook for that purpose.
To access the toolbar button, you must be ‘in’ FileSite, not Outlook, so first click the 'Matter Worklist' node in the folder list.

2.    Click the 'Search for Workspaces' button.

3.    In the ‘Search Workspaces’ dialog box, enter criteria such as the client number.  You can use the ellipsis buttons to look up numbers you don’t know.

4.    Click the ‘Search’ button.

5.    The matter is listed in the Matter Worklist.