You can search only database records flagged as HotFacts when you check the Document Database folder at the Case Folder – Main Window. The Search Document DB dialog appears, consisting of 2 sections: Sort Order and Search Type. The first 2 Sort Order field options are Date (DOCDATE) and Issue (ISSUES). The third sort order field option is taken from the first field set in your Sort Order tab, found under the Query tab in the document database. If there is no sort order set there, the third option will read “Unsorted Doc DB”.

The Search Type section determines what set of document database summaries you want to search. To search all HotFacts, select Only HotFacts and then Everyone’s. To search only your own HotFacts, select Only HotFacts and then My HotFacts.

Searching Document Database Records Flagged as HotFacts

1. From the Case Folder – Main Window, check the Document Database folder.
   
   
2. The Search Document DB dialog appears.
   
   
3. In the Sort Order section, select the field by which you want to sort your search results. You can choose Date, Issue, or the first field you have selected in your Document Database Sort Order.
   
   
4. In the Search Type section, select the record set in which you want to search: only HotFacts (all HotFacts), or My HotFacts.
   
   
5. Type the phrase for which you want to search into the Quick Search Box on the toolbar.
   
   
6. Click on the search binoculars to display the Search Results.