Performing Custom Document Searches

Custom document searches are available by selecting Doc Search button, entering the Document Type and tabbing out of the field. Custom document searches causes the system to display a standard Document Lookup screen that contains a few slight changes to accommodate the type of search you have elected to perform. After you retrieve documents, your role determines whether you have view-only permission or a variety of maintenance permissions that allow you to change the documents.

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Common Search Criteria

Common Features and Search Options

Data Entry Tips