Quick Search Feature Quick Search Feature

Quick Search Feature

 

 

Quick Search Overview
Quick Search is a new search bar located at the top of every page in the Brightflag application. This tool allows you to quickly search for matters, invoices, and timekeepers. It is designed to streamline your workflow by providing instant and relevant search results.

To learn more about this feature, refer to the detailed sections below.


How to Use Quick Search

  1. Locate the Quick Search Bar:
    You can find the Quick Search bar at the top of every page in the Brightflag application.

  2. Start Your Search:
    Type a search term into the bar, such as a matter name, invoice number, or timekeeper's name.

  3. View Instant Results:
    As you type, relevant results will appear below the search bar in real-time, eliminating the need to press Enter.

  4. Apply Filters:
    Use the available filter options to narrow down results by categories like Matters, Invoices, or Timekeepers.

  5. Clear or Close Quick Search:

    • Press Esc to exit Quick Search.
    • Click outside the dropdown menu to close it.

Key Features

Search Results Based on Permissions

Quick Search respects your access permissions, ensuring that only data you are authorized to view is displayed.

Search Retention

  • Search terms remain visible within the same session.
  • If you navigate to a different page, your previous search term will still appear in the search bar.
  • Logging out will clear all search history.

Keyboard Shortcuts

  • Press Enter to access the first result.
  • Use the arrow keys to navigate through the results.
  • Click the "X" icon in the search bar to clear your query.

Search Across Tabs

  • Invoices Tab:
    Displays key invoice details, including amounts formatted with two decimal places.
    Advanced filters include:

    • Set Period (From/To)
    • Invoice Status
    • Vendor
    • Department
    • Category
    • Entity
    • Approver and Approval Status
    • Draft Status
      Clicking an invoice result will take you to its details page or the invoice listing page via a button.
  • Matters Tab:
    Displays the matter name and links directly to the Matter Details page.
    Advanced filters include:

    • Set Period (From/To)
    • Vendor
    • Department
    • Category
    • Group
    • Entity
    • Internal
    • Matter Participants
    • Status
  • Timekeepers Tab:
    Displays the timekeeper's name and requested rate.
    Clicking a timekeeper result will take you to the Timekeeper Rate History page.
    You can also navigate to the Timekeeper Listing page for additional details.


Integration and Beta Program

Seamless Integration

Quick Search utilizes existing APIs within Brightflag, ensuring compatibility and smooth performance across the platform.

Need Help? Our customer support team is available to assist you with any questions or concerns. Select the. 'Submit a Request' option at the bottom of the help center home screen.


Summary of Quick Search Benefits

  • Instant, Relevant Results
  • Advanced Filters for Precision
  • Cross-Tab Search Consistency
  • Secure Access Based on Permissions
  • User-Friendly Keyboard Shortcuts

Tip: Maximize your efficiency by using the advanced filters and keyboard shortcuts!

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