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Documents Search Tool

Background: This article is most helpful to Digital Paper Flow users trying to sort and find documents by a specific search filter.

 

Context: Within the documents module under either Draft, Approve, Hold, Pending, Declined, Approved and All the search feature can be used to sort or find purchase orders.

 

 

 

 

 

From the Navigation Bar select Documents.

 

Select the group of the Documents you would like to search for. These include Draft, Approve, Hold, Pending, Declined, Approved, All.

 

Click on the drop-down arrow to select the filter you wish to sort and find a document by

 

Search Function 1: Select the filter from one on the following types:

  • Type

  • Date

  • Description

  • Transaction

(Note: Clicking on a selection once will automatically sort the documents in descending order. If you click on the filter once more it will sort the documents in ascending order)

 

Search Function 2: Simply type in one of the following terms in the search bar and a result will be returned.

  • Description

  • Doc Type

  • Transaction Number

(Note: Page loading must be turn on for this search feature to be operational.)

 

 

Note: Within the search drop down there is all an option to choose how many records should be displayed. Simply enter any applicable amount as shown in the screenshot below and use either Search Function 1 or 2 and the total amount of results will be displayed.