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Find a Document Blueprint in Practice Pro

How to Find a Document Blueprint By Search Or Filtering in Practice Pro

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Written by Daryna Chorna

Document Blueprints List Search

You can view all Document Blueprints, search, and/or filter documents from the Document Blueprints list page.

Note: To view document blueprints your firm must be integrated to a Document Management System (Box/ NetDocuments/ SharePoint/ iManage)

  • Go to the Document Blueprints list page by clicking the "Document Blueprints" link in the left navigation bar.

  • In the search bar, you can enter the document name to search for Document Blueprints

    • Note: This is a fuzzy match search and will return results that contain the search term you entered.

  • You can also filter the Document Blueprints list by:

    • Author

    • Created At date

    • Matter Type

    • Matter Subtype

    • Document Type

    • Document Subtype

    • Groundswell Library: Yes or No

  • Click the "All Filters" button to filter by more filter options.

If you have any questions, please let us know!

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