Documents

Perform document search, open, save, print, and view document information.

On the Documents Search page, you can search for documents by various criteria. From the search results you can do the following:
  • View document information
  • Open a document
  • Save a document
  • Print a document
Note: You access all functionality in Documents from the Documents Search page.

To search for a document:

  1. Click Documents in the top navigation bar. The Documents Search page displays.

  2. Select a document type from the drop down list.

    Results display in a table which can span several pages depending on the number of results.

Note:
  • The additional search criteria fields that display vary according to the selected document type.
  • To narrow search results, enter information into more search fields. To expand results, remove information from some search fields.
  • You can use an asterisk to perform a wild card search. Enter one or more characters and an asterisk in a field, and then click Search. Results return all documents having the same leading characters in that field.
  • To narrow the search by date range, click inside each date field and then choose the date from the calendar that displays.

To view document information:

  1. Locate a document in search results.

  2. In the Operations column, click the information link (I).

    A browser popup window opens and displays document metadata such as the file name, document size and format.

To open a document:

  1. Locate a document in search results.
  2. Click on the linked document name. A dialog displays enabling you to open or save the document.

To save a document:

  1. Locate a document in search results.

  2. In the Operations column, click the save link (S).

    A dialog displays enabling you to open or save the document.

Note: The open/save dialog is dependent on your browser.

To print selected document(s):

  1. Locate a document(s) in search results.
  2. Click inside the check box to the left of each document you want to print or click the Select All check box to select all documents on the page.

  3. Click Print.

    A print dialog opens.

  4. Choose whether to print the document to your default printer or choose a specific printer.

  5. Click Print on the dialog.

    The document prints on the printer you specify.