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Searching documents

  • October 19, 2023
  • 2 replies
  • 39 views
P

Is there a way to narrow a search within a matter to just one type of document.  For example, can I just search for PDFs or Word documents saved in a matter?

Best answer by JKibler

@PDavis yes, i do this frequently. I think the matter file search does a string search against the entire file name and extension. So if you search “.pdf” (without the quotes works) it will only search pdfs. Other common file types I search for are:

.DOCX for modern Microsoft word;

.XLSX for modern microsoft excel; and,

.msg for outlook emails. 

2 replies

Sara Sultan
Smokeball Team
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  • Sara SultanSmokeball Team
  • Smokeball Team
  • October 19, 2023

Hello @PDavis 

We currently only have a document type filter in our global search feature.  Product usually goes through the Community and will likely see your feedback, but it is most helpful if you submit a feature suggestion here.

Sara Sultan (she/her), Senior Client Trainer
J
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  • JKibler
  • Smokeball Genius
  • Answer
  • October 19, 2023

@PDavis yes, i do this frequently. I think the matter file search does a string search against the entire file name and extension. So if you search “.pdf” (without the quotes works) it will only search pdfs. Other common file types I search for are:

.DOCX for modern Microsoft word;

.XLSX for modern microsoft excel; and,

.msg for outlook emails. 

Sara Sultan
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