Learn How to Get a Summary Report for Searches and How to Use Proximity Searching

Join Paul and Mary Jo as they delve into proximity searching and the search summary report.

When you search, you get all the results in the document list, but did you know that you can look at a report that summarizes that list and shows you how many are in each document type, or month, or client, or matter?

Mary Jo shows how to get this gem of a report and how to choose which fields it summarizes on.

Paul demonstrates proximity searching, which allows you to search for text that appears within so many words of other text, and returns only documents that fit that criteria, allowing you to zero in on more relevant results.

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