How to Search Documents on Finder

• Select documents that you want to search e.g Sale Orders from one of the viewing options - Pulse, Quick Menu or Side Finder Menu.

• This will display the Finders overview of the documents that are on the system.

• To find specific document(s) you can use the Search option to search on DocNo, Description, TheirRef or TheirDocNo - Either entering the whole field value or part of.

  

  This will list all the documents matching the search criteria.

• Using the filter icon will open up a list of attributes, depending on the document menu selected, which will allow you to list Specific document(s) based on the values entered e.g. for Sales Orders -

  

  Once values are entered into the filter options, select the refresh icon to update the list of documents.

  

• Filters can also be set by entering a value in the appropriate attribute column e.g. Doc#, Customer, Description e.g.

  

  Adding the values will filter the documents e.g.

  

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