Find a piece of information and check its context.
The global search allows you to quickly find a client, an assignment, or a document. The inspector then expands on this search by displaying the information, relationships, and activity associated with the selected item.
Find it first. Understand next.
Broad research and the inspector address two different but complementary needs. The first leads you to information. The second helps you understand the role of that information in your work.
Find
Use a name or keyword to quickly find a client, an assignment, or a document without having to manually search through all the folders.
Check the context
Once you've selected the item, review its metadata, its relationships, and the associated activity to understand what it is connected to.
Start by what you know.
You don't need to remember the exact location of a piece of information to start a search.
If you know the client, enter their name. If you are looking for a specific project, use its title or a term that is specific enough.
For a document, use a keyword that helps you identify the item you're looking for.
Three types of elements documented in the guide.
The comprehensive search feature allows you to find clients, assignments, and documents based on a name or keyword.
Find a client file
Enter the customer's name to quickly return to their record and the items associated with it.
Find a specific job
Search for an assignment when you want to find a specific case, service call, or work item right away.
Find a coin
Use a document keyword when you know the document you're looking for but not necessarily the folder in which it was filed.
The guide documents all research related to clients, tasks, and documents. To browse notes and pending follow-ups, use the Notes view.
Check what is related to what.
Finding a piece of information is often just the first step. Once the item has been selected, the inspector allows you to examine its context.
The guide defines three main categories of information accessible through the inspector: metadata, relationships, and related activity.
The Inspector is therefore particularly useful when you come across a piece of information but can't immediately recall the file, assignment, or other details to which it relates.
Research in the context.
When you're not sure exactly where to find a piece of information, follow this simple guide.
Enter the client's name, the assignment name, or a keyword from the document.
Select the result that corresponds to the information you are looking for.
View the metadata and relationships for the selected item.
Use the recovered context to continue working on the relevant client file or assignment.
Which tool should I use? depending on your needs?
The user guide provides several real-world examples that illustrate how research, inspectors, assignments, and follow-up notes complement one another.
Research is not the only entry point.
When you already know the file you want to work on, the Client and Notes views may be more intuitive than performing a new search.
Browse a known folder
Use the client record to navigate from the file to the client's tasks, documents, and notes when you already know which client you want to view.
Back to Follow-ups
Use the Notes view when your goal is to browse through pending tasks or follow-ups rather than to find a specific client, project, or document directly.
If you know what you're looking for: use the search function. If you already know the file: open the client record. If you're looking for what still needs to be followed up on: check the assignments and notes.
You can't find Any information?
The guide recommends starting with a global search and then using the inspector to trace the context.
Type a keyword into the global search, then open the corresponding result to check its context.
Try entering the customer's name or a keyword associated with the document, then review the result in the inspector.
First, make sure the correct customer is selected, then view the file or the inspector.
Select it and use the inspector to check its metadata and relationships.
Check the tasks and the Notes view instead of relying solely on the global search.
Learn More the context restored.
Need another one guide?
Check out the guides on Mnémosyne's client files, tasks, documents, notes, context, activity, settings, and security.
Back to the Help Center →One piece of information remains Not found?
If the troubleshooting steps, the troubleshooter, and the recommended checks do not resolve your issue, please contact KharonBridge support.
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