Search and Retrieval
Locate documents in seconds using views, sorts and filters to get the full power of metadata and search.
Searching for Documents
- Search and Retrieval Overview
- Searching in Lists
- Sorting and Filtering
- Unique Document Reference Number
- Sent Documents View
- Search within Email Content
Using the Views
- Displaying Documents and Information for a Client
- Document Lists
- Quick Access to Recently Used Documents
- Navigating between Groups, Clients and Jobs
- Adding/Removing/Moving Columns in a List
- Custom Views - Saving Changes to the View Layout