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To perform a basic search there are 2 main steps
1 – Enter your search criteria by filling any of the index fields on the left hand side. Or any combination of index fields.
2 – Choose to retrieve all documents or a list of all the documents (by default the enter key will pull up a list of documents)
– View: Opens all documents based on your search criteria
– Picklist: Brings up a list of documents based on your search criteria
– Clear Fields: Clears the fields so you have a fresh start for your search
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Example
- Enter Cameron Johnson in the Contact Name field (This will return all documents related to Cameron Johnson)
- Click the Picklist Button –
- You will see the Picklist with a list of documents for Cameron Johnson
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