Search documents with simple search

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

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

 

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

• Simple Search Settings
• Setting the Simple Search Criteria
  • Content Search
• List toolbar options in Simple Search

 

The following video covers finding the documents using Simple Search: