How to Search for a Message
Messages in the Inbox contain threads in which you are a participant.
Messages under an Account or Contact contains all messages the client has exchanged with anyone in the firm.
Searching:
Use the search bar at the top to search for a specific message.
You can simply search a keyword like "W-2".
Filtering:
Use Filter by to filter the messages by the Recipient or Date Range. Click the checkbox next to Include Attachments to only search for messages with attachments.
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