In Cosmolex, you have the ability to search for documents by Create Date, Description, Document Number, From, ID#, Name, Type, Labels and To under the documents tab.

To search for a document, there are two ways:

Matter Details or Activities:

  • Matter Details or Activities > Documents tab > Click the plus next to a matter folder to show subfolders > click on a folder > ?enter who/what's being searched in the blank box to the left of "Search".
  • Choose the requested type in the drop-down to the right or "Search where"
  • Click "Search"

  • The results will appear below the search