Basic Search

You can perform a basic search when searching for forms or attachments to add to a document.

In the Basic search mode, the operator drop-downs are not used. If the starting characters in your search criteria match, the items will appear in the search results. For example, if you search for items with the name PA, any form names beginning with PA will be displayed in the search results.

To perform a basic search

1. Click the Basic button. The button changes to an Advanced button.
2. Enter your search criteria. Alternatively, if you have a previously saved search, select it from the Saved Search drop-down.
3. In the Match field, select whether to search on All or Any of the search criteria.
4. Click Search. The search results are displayed. To reset your search criteria, click Reset.

Please note:

• To perform an advanced search, click Advanced.
• After running a search, you can save it for future use.

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