Advanced Search: perform advanced searches within Actionstep using keywords
Nominated by Duncan McDougall, Product Adoption Leader at Actionstep, our latest Feature Spotlight helps you find exactly what you need in Actionstep.
We asked Duncan 3 questions and here are his responses. We hope you check them out and love the Advanced Search as much as Duncan does!
Why I love it
Law firms generate so many files and documents, Advanced Search is a quick way to find exactly what you need without having to look through all the folders & files in a matter.
You can search for:
- Knowledge Base pages
Having the Advanced Search built into Actionstep system makes the entire process simple and saves time.
What it does
Advanced Search is a feature that allows you to search and find relevant information within Actionstep based on keywords. There is also an option to narrow your search down by categories for e.g. Documents, Matters, Contacts, Knowledge Base or Emails.
How it makes a difference to law firms
In addition to saving time, Advanced Search can help when you aren't entirely sure what you are looking for or when things aren't where they should be. We've all been there...you are trying to find an email or file, but it's not where it should be filed or you are not sure exactly how the document is named. With a few key words, you can pull up all the possible files and filter by file type.
It's also super helpful if you need to find or collate all documents or communications related to one client, contact or topic.
Note: The Advanced Search is only available on Actionstep's Practice Pro and Enterprise plans.
Read more: https://intercom.help/actionstep/en/articles/3523544-advanced-search
Nominate a Feature Spotlight
We are always delighted and occasionally surprised by what our customers really love the most about our system. Different firms use Actionstep in different ways. Identifying Features to spotlight is one of the ways we can share knowledge and business insights with our community of lawyers across the globe.
If you would like to nominate a Feature Spotlight, please email our Communications Team with your idea. We have spot prizes for the most impactful or unusual suggestions!
Written by Actionstep Product Team
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