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Searching for specific documents

To search for specific documents
  1. Navigate to a Documents tab. The Documents tab can be either part of the Client, Contact, Assignment Details (AE) or Employee pages. A list of documents is displayed. By default, only documents for last 18 months are listed.
  2. In the Search for section, you can either:
    • Enter the text that you are looking for in the Text field. This can be text from the document title or extra fields.
    • Enter the document number in the Reference no field.

      When Reference no is selected, the Display documents from, Full text search and Search criteria fields are disabled.

  3. You may refine your search by selecting one or a combination of the following search options:
    • Display documents from — you can select to extend the search for documents based on a certain date. Enter the date in the format dd/mm/yyyy or select a date from the drop-down calendar or select Today for the current date.
    • Show current version only will return only the latest document versions. This is selected by default.
    • Full text search will also search the contents of documents. This is selected by default.

      If Full text search is not selected, Show current version only will be selected and disabled.

    • Include Archived items — include archived documents in the search.
    • Display related entity documents — displays all the documents for any of the clients/contacts listed on the Associated tab for the current contact/client and for the parent, children and siblings from the Billing Group tab. If this option is selected all the documents for clients/contacts in the same family group as the currently selected client/contact are displayed.
    • (AE) Show All documents for Client — this is only available on the Assignment Details page. All the documents related to the client will be displayed.
  4. Click Search or press [Enter].
    All documents matching the entered search criteria are listed. Documents with attachments have an 
    attachment icon displayed. Documents with attachments in a previous version have a 
    file history icon.
    If you had selected Display related entity documents in Step 3, two additional columns will appear — Contact and Relationship. The Contact will display the contact name for the related entities. The Relationship will show if it is associated (i.e., from the Associated tab) or the type of relationship from the Billing Group tab.
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