Conflict Check

Created by Allison Cloyd, Modified on Wed, 18 Jan 2023 at 09:13 PM by Kylie Mitchell

This article explains the conflict check report in Actionstep. Running a conflict check from within Actionstep is very simple.  We have a report set up solely for this purpose which also allows you to dig deeper into the information. 

 

To find the conflict check report go to Reports > Matter Reports and click on the "Conflict Check" report. You will find this under the General section.

 

TIP: If you don't see this report in the list then ask your Administrator to set your report permissions.



WARNING: Permissions will still apply to the results you see in the Conflict Check. For example, if you do not have permission to see a matter then you not see it as a result of any conflict check. The same applies to any document or emails on a matter you do not have access to.

 

 

 


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Configurations

Basic

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Filters


OptionDescription
Search terms

This is where you can enter your search terms. The search term must include the full name you are searching not a part name. For example, a search for Jane Smith. You would enter Jane Smith or Jane however "Jan" will not return the search results you are after. 

 

TIP: We recommend that you run the HTML report first because that will allow you to drill down into the search results for deeper analysis. You can adjust the search by changing the search terms or selecting specific data sources.

 


 

Advanced


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Search SourcesDescription
MattersThis will search all matter names for your search terms.
Matters file notesThis will search all file notes within matters for your search terms.
Matters custom dataThis will search all custom data fields within matters for your search terms. 
Matters documentation

This will search the content of all the documents in your system but the following limitations should be kept in mind:

  • Actionstep will monitor the first 2MB of data within a document. Files that have text content larger than this will be mostly but not fully checked by our Advanced Search. More than 99.9% of documents stored with Actionstep will have text content that is more than 2MB. 
  • Documents that will be searched must be text-based. Image and video files will not have their content searched (though names, metadata, etc will be). Scanned documents will likely be treated as images regardless of what format they are stored in.
  • Documents that are stored in a document integration will not be included in the search.
Contacts

This will search all contact names for your search terms. 

 

WARNING: Only the First Name and Last Name of the contact will be searched - this does not include Preferred Name fields or Alias(s). If you would like to see the search contain these fields please lodge a product feature request with support. 

 

Knowledge BaseThis will search the knowledge base for your search terms. 
EmailThis will search all emails in your system for your search terms. 
Ignore Restrictions

This will display ALL records found containing the search words including restricted actions and emails. You will only see this option if you are an administrator

 

TIP: If your search yields a lot of results and is timing out selecting this option will assist as the system does not need to do additional checks for restrictions. 

 

 

Output

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Option Description

On screen (HTML) 

This option displays the report results on your current screen

PDF

This option launches a print dialog from a PDF version of the report. To download as PDF, select Save as PDF in the Print > Destination dropdown on the print dialog screen.

MS Excel 

This option downloads an xlsx, MS Excel, file to your computer. This is a great option to perform further calculations in a spreadsheet format.

Save XLSX file to a matter 

After you have selected to run the report in MS Excel you can choose to save the XLSX file directly to a matter using this button. 

 

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Save PDF file to a matter

After you have selected to run the report in PDF you can choose to save the PDF directly to a matter using this button. 

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TIP: Sometimes the PDF viewer will display over this option on your screen, to see the option to save to a matter close the preview screen. 

 

 

 

TIP: A handy hint is to run the conflict check report in HTML to see the information and then save a PDF of the report directly to the matter it is associated with. The report states the date/time and who ran the report so is a great audit trail that a conflict check was completed on file opening.





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