Using Quick Search for Workfiles

To use Quick Search

  1. Click View > Workfiles from the menu bar. The Workfiles screen opens.
  2. Click on Quick Search from the Workfiles search criteria panel.
  3. Enter your search criteria Search Terms field.
  4. Click on Match all of the words (default) or Match any of the words from the droplist.
  5. Select the workfile status from the Status droplist, and then click Search. The workfiles that match the search criteria appear in the Search Results pane.

Note: Status values are Open, - All -, New, Closed, and Auto Closed. Search window displays the last used search criteria by default.

Overview

Searching Workfiles

 

 

 

 

 

 

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