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

Example

1. Enter Cameron Johnson in the Contact Name field (This will return all documents related to Cameron Johnson)
2. Click the Picklist Button – 
3. You will see the Picklist with a list of documents for Cameron Johnson