...
In the Menus pane, select a first-level or second-level menu.
In the Preview pane, select the menu item above your desired location.
...
Select a menu item from the Menus pane.
In the Preview pane, select an and click Add Submenu in the toolbar.
In the Text field, enter the menu label of the submenu and click OK.
...
In the Menus pane, expand DeskSite Menus → Menus.
Right-click an item under Menus and select Add Menu. A menu named New, New1, New2, etc. is added at the end of the Menus list.
To edit the text label for the custom menu, right-click the item and select Edit to open the edit dialog.
In the Text field, enter a new label for the menu and click OK.
...
The Global Search bar can be accessed from any module in CAM. You can search for Matters, Jobs, and Users, and Groups. The Layout for the search bar can be defined in the Administration>Layout>Search tab.
...
| Info |
|---|
Tip: Use AND to include all the selected external systems when searching, for e.g. example iManage AND NetDocuments. Use OR to broaden your search criteria and display all results that match in any of the selected systems. |
...
The Documents tab allows users to find specific document(s) that meet a the criteria you are looking for.
...
Permission | Description |
|---|---|
Client | The Client client of the document. |
Matter | The matter of the document. |
Document Name | The Name name of the document. E.g. For example, Litigation for Client A. |
Document Type | Document type. E.g. For example, pdf, docx, txt. |
Edited | Selects the edited date of the document(s). You can do different operators like greater than, less than, equal to, greater than or equal to, less than or equal to, or not equal to. Select the custom date calendar to select a date from the calendar picker, or type in a date. |
Description | Document description. |
Document Number | Number The number of the document. |
Note: Users can configure existing buttons here on the Documents tab for other operations, if you have tier C1 or C3-C5. For example, you can setup buttons for document deletion or document export.
To search for a Document in the Documents tab, click here
Workspace Tab
The Workspace tab allows users to find specific workspace(s) that meet the criteria you are looking for.
...
Permission | Description |
|---|---|
Name | The Name of the workspace. |
Menu | A menu of options to select additional options. |
Owner | The owner of the workspace. |
Client | The client of the workspace. |
Matter | The Matter matter of the workspace. |
Database | The database source the workspace is from. |
Security | The security of the workspace to filter by. E.g. For example, Public, Private. |
End Date | The end date of the workspace. |
...