Affinity Consulting Blog


When you have a long list of documents (all documents in a matter, or a long search result), sometimes you just want to quickly find a particular document in that list. Did you know in GX4 you can easily search the name and comment field in your current list by using this search field located in the upper right-hand corner?

Searching or Filtering Lists for Worldox

In this example, we search the list for all descriptions/comments that have the word agreement. Be sure to use the Filter by.Ext/Desc field and NOT the Find Doc ID or Desc|Contents field.

Searching or Filtering Lists for Worldox

To clear the filter, click on the X in the filter field after the filtered result is displayed:

Searching or Filtering Lists for Worldox

For more information about searching, filtering and increasing productivity with Worldox, please contactThis email address is being protected from spambots. You need JavaScript enabled to view it.

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