The doc search button is located in the upper left corner of the screen. Using this button, you can search for a document you want to view or work with.
1. Click
.
For explanations about
search criteria fields, see Standard Data
Entry, Selection, Action, and Navigation Tools and Standard Links and Icons.
2. Enter search criteria.
3. Click
.
4. Click
the document ID link to
open the document, the Initiator ID link to
retrieve a workflow user
report, or the Route Log icon to view the workflow status.
Document search criteria
Field |
Description |
Type |
Document type. Enter the document type
or select it from the Document Type
lookup |
Initiator |
User ID of the document initiator. Enter the user ID
or select it from the Person lookup
|
Document/Notification ID |
Enter the numeric document ID assigned by the system. |
Date Created from/to |
Enter or select from the calendar |
Name this search (optional) |
To save the search criteria for future use, enter a name for the search. All saved search are accessed via a list at the top of the document search screen. |
Using Wildcards (*) in the
Search Criteria: The use of asterisks
in the search criteria allows you to perform pattern matching. To search for
documents containing a string of characters in alphanumeric fields such as
Document Title, you
may enter a character string in the search criteria accompanied by asterisks.
For example, enter '*test' to search for a document title
that ends with the word 'test'. Enter 'test*' to search for a document title
that begins with the word 'test'. Enter '*test*' to search for a document title
that has the word 'test' somewhere in the document title.
For information about advanced
features of the document search, see Advanced
Document Searches.
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