The 'All Cases' screen displays all cases stored on your Equinox system.

TABLE OF CONTENTS

Accessing the 'All Cases' list

There are two ways to access the 'All Cases' list:

1. From the Dashboard

  1. Click on the Dashboard tab in the navigation bar across the top of the screen

  2. Click on 'All Cases' in the middle of the screen

    A screenshot of the Default Dashboard. The 'All Cases' option is directly below 'New Case for' and is highlighted by a red box.

2. From the left-hand menu

   In most screens within Equinox, 'All Cases’ is a Navigation shortcut in the left-hand menu.    

A screenshot of the 'Navigation' section of the left-hand menu. 'All Cases' is the first option, 'All Tasks' the second, and 'Outgoing Correspondence' the third.


Filtering cases on the 'All Cases' list

You can use the filter fields across the top of each column to find specific cases.

Adding data to the search fields above the column headings

You might want to add data to these fields to, e.g.,

  • Select cases with a specific attorney 

  • Select cases of a certain category and country

  • Select cases with a specific family number

To do this:

  1. Click ‘Filter’ to search for all cases that match this data

  2. Click ‘Clear Filter’ to view all cases again

  3. Update the ‘Items per page’ dropdown list to change the number of cases displayed on the screen   A screenshot of the 'All Cases' page with the 'Items per page' dropdown list highlighted by a red box.