Adding, Editing, and Deleting Menu Items, Global Search

Adding a Command

To add a Prosperoware Milan, WorkSite, or third-party command to a menu at the first or second level:

In the Menu pane, select a first-level or second-level menu.
In the Preview pane, select the menu item above your desired location.

Note: When adding a command to a submenu, click the arrow next to the submenu name to expand it and select either one of its menu items or, if the submenu is empty, the blank space.

3. Click the Add Menu Item button to open the Add Menu Item dialog.

4. For the Command Type, select Milan Command if you would like to choose from the available Milan commands; otherwise, select General to add a WorkSite or third-party command.

5. If you selected Milan Command in the previous step, click the Name drop-down menu and choose a Milan command; otherwise, enter the exact name of WorkSite or third-party command.

Warning: WorkSite commands are case sensitive and will not appear in either client if they are mistyped.

6. In the Text field, enter the name of the command to be displayed in the menu.

7. Click OK to close the dialog and save your changes.

Tip: After an item has been created, it can be moved to the top of the menu or submenu with the Move Up button.

Adding a Submenu

Commands in DeskSite's menu bar and the DeskSite/FileSite popup menus can be organized into submenus.

To add a submenu:

Select a menu item from the Menus pane.
In the Preview pane, select and click Add Submenu in the toolbar.
In the Text field, enter the menu label of the submenu and click OK.

Adding a Custom Menu to the Menu Bar

DeskSite allows the addition of custom menus to its menu bar.

To create a custom menu:

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.

Editing a Menu Item

To edit a menu item or submenu:

In the Preview pane, do one of the following:
1. Right-click a menu item or submenu and select Edit.
2. Select a menu item or submenu and click Edit in the right toolbar.
In the Edit Menu Item dialog, edit the Name or Text field.
Click OK to save your changes and close the dialog.

Deleting Items

To remove a menu item, submenu, or separator from a menu:

In the Preview pane, right-click the unwanted item and select Delete.
Select the item in the preview pane and click Delete in the right toolbar.

Global Search

The Global Search bar can be accessed from any module in CAM. You can search for Matters, Jobs, Users, and Groups. The Layout for the search bar can be defined in the Administration>Layout>Search tab.

Option 1- Quick Search

Type a portion of the matter or contact name in the search field. The drop-down will display a list of matching results. Select the result that matches your search criteria to display search results.

Option 2 - Advanced Search

The Advanced Search option allows you to access additional filters to search and retrieve information.

Click the drop-down arrow in the search bar. The Advanced Search form is displayed with three tabs for Matter, Job, and Users and Groups.
Enter your search criteria in the applicable tab and click Search. The window closes and the screen refreshes, showing a list of matching results.

You can use AND/OR operators when searching by external systems. When using an operator, select multiple systems in the System drop-down field.

Tip: Use AND to include all the selected external systems when searching, for example iManage AND NetDocuments. Use OR to broaden your search criteria and display all results that match any of the selected systems.

Documents Tab

The Documents tab allows users to find specific document(s) that meet the criteria you are looking for.

Fields available out of the box for CAM are:

Permission	Description
Client	The client of the document.
Matter	The matter of the document.
Document Name	The name of the document. For example, Litigation for Client A.
Document Type	Document type. 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	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.