Search and Retrieval
Locate documents in seconds using views, sorts and filters to get the full power of metadata and search.
Searching for Documents
Using the Views
- Quick Access to Views, Clients, Documents, Jobs, Tasks and Automation
- Navigating between Groups, Clients and Jobs
- Adding/Removing/Moving Columns in a List
- Emails Sent, Received and Draft and Mail Register Views
- Saving Changes to the View Layout, Modifying and Deleting Views
- Sticky Views