Document Imaging System: Search for a Document

  1. To perform a document search, click in the Search in field to create a Search Constraint. (The Quick Search option is no longer available.)
    All Documents search screen
  2. Select the appropriate Document View.
  3. Click anywhere in the Search in (selected view name): field located to the left of the Search button.
    Search filters screen
  4. In the first drop-down select the field to search on, such as Lookup ID.
    Note: The drop-down you see will be different based on the Document View selected. This example displays the drop-down choices for the Development view.
  5. In the second drop-down select the operator, such as Equal to.
  6. Enter the search parameter in the third field.
  7. Select Add to complete the search constraint. (You cannot perform the search until the constraint is added.)
    Contstraint add screen
  8. Click Search.
  9. Search results are displayed. Click on the document you wish to view.
    Search results screen

More Search Constraint Options.

  • Constraints that have not been run are outlined with a dashed border.
  • To edit a constraint, select the constraint and update the necessary parameters.
    Edit constraint screen
  • To utilize multiple constraints in a single search, select Add and repeat steps 2 through 7.
Last Updated: 
Monday, March 11, 2019