Setting advanced search criteria

Advanced Search allows you to define a custom query and narrow down the search result by adding filter conditions. You can add filters for the Integrated application or PaperSave to search for specific item(s) within the "Set Search Criteria" panel .

1) Click on the down arrow to expand the panel if its not visible.

2) You can select the Module, Record Type and Document Type from the context menu on the left by clicking on the > arrow to expand the selection.

 

 

3) Apply filters by adding and grouping conditions to get relevant list of items in the search results. You can use "AND/OR" operators to narrow or broaden the search for the added conditions.

 

Tip: Once you have added your conditions, you can combine them by adding them to a group.

 

4) The Search criteria panel shows a detailed query based on the applied filters and set of conditions. Click on the Search button to see the results.

 

 

5) The search results will be shown in a document list.

 

Tip: Click here to navigate to the next topic "Saved Search".