Search case
Search case finds documents and insights in the open case. Click Search case in the sidebar, or press ⌘K.
Before you type, it shows recent documents and insights, with shortcuts to Documents, insights, and Net worth analysis.
What it finds
- Documents: by name, file name, type, institution, the account's last four digits, party, and period.
- Insights: the items waiting under Needs review in Documents, by what they say, their type and status, and their source document.
Type at least two characters. Results are grouped by kind, and All, Documents, and Insights narrow them. Selecting a result shows its details beside the list.
Search case doesn't read the text of a document's pages or a statement's lines. To ask what they say, ask Mona.
Keys
| Key | What it does |
|---|---|
| ↑ ↓ | Move through the results |
| ↵ | Open the result |
| ⌘↵ | Open the result in a new tab |
| Esc | Close search |