Folder Lookup

The Folder Lookup function is very helpful for companies that operate a large number of projects.

The option is invoked via the Project/Matter Lookup option on the toolbar or the context menu (see "Filing Model Toolbar" and "Filing Model Context ("Right-click") Menu"). The search window will be displayed:

Enter search criteria into this window and the magnifying glass to start the search. The application will find all folders that contain the characters entered. All matching folders will be displayed in the main window at the top of the tree. The search results will be shown in the filing tree, like this:

You can then file against this project in the usual way - i.e. either drag and drop from the inbox onto the project, or select it in the tree when sending e-mails (see "Filing an E-mail When it is Sent").

When you use a project found by searching it will be moved to the top of the list as a favourite filing node - see "Favourite Filing Nodes".

You can remove search results from the tree by right-clicking and selecting the Remove option.