Searching for documents
- Select a database from a list of applicable databases.
- Choose a key field (unique identifier such as “address” or “account number” and etc.).
- Enter the search criteria in the Search for field from the selected databases by entering some or all of the search string and click Search. A list of results matching your search will appear.
- Click the item (based on key field) from the results. A list of folders or communication types will be available. Documents are sorted by Month or Communication Type (if the selected database is defined with a communication type).
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Click the folder needed (month or communication type):
- Month: displays the documents arranged in folders with the month and year in descending order. The documents listed in the month folder are listed alphabetically by Communication Type (if configured for communication type) in ascending order.
- Communication Type: displays the communication type folders in ascending order (alphabetically) and they list the documents arranged by date in descending order.
If a document has not been set as a particular communication type, it will appear in an Other folder at the end of the list