5.4.2 How to search documents

Top  Previous  Next

 

Click the link “Search Documents” in the left navigation menu and the following screen will be displayed.

IMXUSE~1_img77

Here are detailed introductions of the page.

Quick search with keywords.

Search with filters

Search with conditions in “Search”Criteria”.

Search Results. The search results are displayed in the list.

Click the document icons in column “Attachments” to download the documents to view the details of the document.

Click the icon IMXUSE~1_img8 to edit one document based on the permissions of the current user.

Click the icon IMXUSE~1_img17 to delete one document based on users’ permissions.

Click the icon IMXUSE~1_img4 to preview the document in page “View Documents”.

Click the button “Add Document” to add a new document and the page will turn to “Attach Documents” page.