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You can search your list of available documents in {Settings} > {Documents}. Also, you can view available document templates online in our Template Library.


Searching Documents


Step     Action

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


           Note: A Document can be viewed by clicking on the preview icon. If the document has a 

           checkmark under Default column, the document has been designated as the default for 

           that document group.


  2.      The search criteria that can be used include:


Field
Action
Document Name
Enter the full or partial Document Name.
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}.