Documents - Searching Documents


Step     Action

  1.      Select {Settings} and then select {Documents} under Communications.

 

  2.      The search criteria that can be used include:

Field
Action
Document Name
Enter the full or partial DocumenName.
Group
Select a Group from the drop-down options.
Active
Default set to Yes.

 

   3.     Once the search criteria has been entered, select {Search}. To clear all

           search criteria, select {Clear}.