Searching documents with Simple Search

The Simple search enables you to use keyword(s) to find documents outside of the Integrated Application based on a combination of one or more of the following:

• Integrated Application Record Information
• Profile field values based on Workflow and Document Type
• Content that is within the body of the document

 

Watch the video to learn about finding the documents using Simple Search.

 

The following are the topics covered in the Documents (Simple) search section:

• Simple Search Settings
• Performing Simple Search
• Content Search
• List toolbar options in Simple Search