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Search

Quick Search

1.     Click the Documents icon (if necessary).

2.     Within the Quick Search text box, enter the search criteria (e.g., employee agreement).

          To narrow the search, use:

  • Quotes to find contracts with the exact word or phrase – “employee agreement”
  • And to find contracts containing both words – employee and agreement
  • Or to find contracts with at least one word – employee or agreement
  • Not to find contracts with one word but not the other – employee not agreement

3.     Click the Go command button.

         NOTE:  All documents listed in the Search results have full functionality. It is not necessary to return to the Documents View to display a document.

Advanced Search

1.     Click the Search icon (if necessary).

2.     On the General tab, enter the search properties for each needed field of information.

         NOTE: To search based on additional properties, click Add another property.

3.     Click Search.

NOTE:  All documents listed in the Search results have full functionality. It is not necessary to return to the Documents View to display a document.

Save Search

1.     Search for Contracts using the Quick Search or Advanced Search feature.

2.     On the Search results page, click the Save Search icon.

3.     Within the Save Your Search window:

  • Enter the Name
  • Enter the Description
  • Check the box for Include Results if you want to save the results of your current search, not just the search parameters
  • Check the box for Make Public if you want to make the search available to others

4. Click OK.

Manage Saved Search

1.     Click the Search icon (if necessary).

2.     Select the My Saved Searches or the All Saved Searches tab.

         NOTE:  There are links for Edit, Remove, Search, and View Saved Results.

3.     To view the Search Results, click the Search link to run the Saved Search.

 

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Last Updated:  May 9, 2019

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