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Searching for documents

Written by Denisa Arjoca
Updated over 2 weeks ago

Document Management allows you to search for documents (whether manually attached or auto indexed). Searching can be filtered by Category (document type) or folder.

Search by Category screen

Search by Category (P/L Invoice in example below) - searching can be performed by using any keyword or a combination of keywords.

Search by Category – Date

Documents are returned based on search criteria.

Search results

Search by Folder will only return documents (P/L Invoices) that have been indexed via Document Management (that is, scanned via the Document Management scanning application).

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