Finding Documents

Using the Find Documents dialog, documents can be found by Search Term, Selections (Author/Subject/Category/Tax Year), or Date Added. In addition, Flagged Documents or All Documents can be found. To open the Find Documents dialog, select the Documents menu, and then select Find; or press Alt + D, and then F on the keyboard.

How do you want to find documents?

By Search Term:

  1. Select Find by Search Term.

  2. Enter the search term or select a previously entered search term. For examples, see Find Documents by Search Term.

  3. Select the OK button or press Enter on the keyboard. After doing so, any documents found will be displayed in the Documents list on the Main form.

By Selections (Author/Subject/Category/Tax Year):

  1. Select Find by Selections.

  2. Select either an Author, Subject, Category, or Tax Year.

  3. If you wish to refine your selection(s), select one or more of the remaining drop down boxes which will only contain items that match the item selected in any previously selected drop down box. If you need to clear a selection, select the blank item in the drop down box.

  4. Select the OK button or press Enter on the keyboard. After doing so, any documents found will be displayed in the Documents list on the Main form.

By Date Added:

  1. Select Find by Date Added.

  2. From the drop down, select the Date.

  3. Select the OK button or press Enter on the keyboard. After doing so, any documents found will be displayed in the Documents list on the Main form.

Flagged Documents:

All Documents:

Additional Information: