Basic Search


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)


Binoculars – View: Opens all documents based on your search criteria

Picklist – Picklist: Brings up a list of documents based on your search criteria

Eraser – Clear Fields: Clears the fields so you have a fresh start for your search


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

Picklist View