This article will help the user search for a Deed or Will.

Start by searching for the client's name in Unity® Practice Management and press enter.

A search screen will open. On the left, you will see your filter options. You can choose one appropriate to your search. Your search results will be displayed in the main search window. 


 

Sometimes, you may need to perform a more advanced search for Deeds, i.e., by Deed number. To search by Deed number, hover over the Clients and Cases tab and select Search Deeds.

Using Search Deeds as an example, you will then be taken to a Search Deeds window where you can perform a more advanced Deeds search.