Searching Forms or Attachments

When you are adding attachments or adding forms to a document, you can search the library of existing attachments and forms.

From the search results that appear, you can select the forms or attachments that you want to include with this document.

When performing asearch, you specify your exact search criteria by selecting an operator (such as Equal to, Starts with or Contains) for each search field, using the operator drop-downs. You then enter or select the values to search on.

To perform a search

1. To run a previously saved search, select it from the Saved Search drop-down. Otherwise, continue to the next step to enter new search criteria.
2. Click Add Fields to add optional additional search criteria. To remove a search field that you had previously added, click next to the field.
3. In the Match field, select whether to search on All or Any of the search criteria.
4. Click Search.

The items matching your search criteria are displayed.

To reset your search criteria, click Reset.

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