Right-click Navigation menu
When you have performed a search, the right-click Navigation menu enables you to view items that are related to or associated with the currently selected item. You can also access it from the Search - Navigation menu.
- Related Records - displays the records that are currently related to the selected record
- Latest Part - displays the latest part of the selected record
- All Parts - displays all parts of the selected record
- All Versions - displays all versions of the selected record
- Latest Version - displays the latest version of the selected record
- Current Version - displays the selected record's latest finalised version
- Container Record - displays the selected record's container record
- Contained Records - displays the records that are in the selected container record
- Container Records (+ Alternative) - displays the selected record's container record and alternative containers
- Contained Records (+ Alternative) - displays the records that are in the selected container record and their alternative containers
- Records With Same Contacts - displays the records that share the same attached contacts
- Client Records For Contacts - displays the records where the selected Location is the Client Location
- Client Records - for matter records. Displays the client records of the matter record.
- Matter Records - for records that are under matter records. Displays the matter records of the record.
- Client's Matters - only appears when you have selected a client record, it will show all matters for the selected client in a new search.
- Records in Email Conversation - displays the records that are attached to the same email communication
- Series Record - displays the series record of the selected record
- Records Within Series - displays all records in the selected series record
- All Annotations - displays all annotations of the selected record
- All Redactions - displays all redactions of the selected record
- Annotated From - displays all original records of the selected annotated record
- Redacted From - displays all original records of the selected redacted record
- Derivations - displays all documents that were derived from a record that acts as a document template.
Related information