When using "Like" search criteria in Step 3, use the wild card (%). For example, if you were looking for a matter name that has “port” in the beginning, you would type in "port%". For a word with "port" in the middle you would type "%port%". For a word with "port" at the end you would enter "%port". See the example below for a sample matter named "Legal_Team_Support."

When using "Between" search criteria, the use of single quotes is required. You must enclose each term in single quotes and separate the terms with the word “and”. For example, to limit the results to dates between January 1, 2010 and June 1, 2010, enter "‘01/01/2010’ and ‘06/01/2010’".