EditPurpose
To search the electronic filing system of SalesdeskSuite for a document.
EditLocations Used
Documents
EditOverview
As you store documents into your electronic filing system within the SalesdeskSuite database, you may one day need to view a particular document.
To search for a document in the SalesdeskSuite database, make the menu selection
Documents⇒Search from the main menu bar.
 Search Documents |
Select from the pull-down menu the document group that you would like to search within, then click on the
SUBMIT button.
A set of search fields will be displayed in which you can enter values. The search fields vary depending on which document group you select.
1.
Fill in one or more of the fields to define your search parameters.
The input fields marked with an asterisk “*” are required; in other words a value must be specified before a search can be initiated.
The more information you specify, the narrower your search becomes.
Click on the RESET button to clear the input fields and re-enter values.
2.
Click on the SUBMIT button.
The page will be updated to display a list of all the documents that satisfied your search parameters.
 Search Documents - results |
If some or all of the search parameters you have specified is inaccurate and you wish to start over, select the
RESET button to remove all the data from the page so you can re-enter your search parameters.
3. To view or edit a document on the list, click on
Edit link for that document. The page will be updated to display a page similar to Adobe Reader. It will show the document along with meta data used to store it in the SalesdeskSuite database:
 Search Documents - Found Document |
4. Use the controls at the top of the page to view, search, print, or save a copy of the document.
5. Use the input fields on the right of the page to edit the meta data. This data is used to store and search for the document in the SalesdeskSuite database.