Searching the Repository Files

After entering or selecting the search parameters, click Search to generate results from the entire database. You can search using any combination of search criteria (including none at all) to generate results. Figure 5 shows the search results for documents where the Last Name field contains the word “Test.”

You can search at any level within that file cabinet/system. You are always directed to the main folder level when you select from the Retrieve tab. If there are subfolders or document levels, you’ll see them near the top of the page for you to select. However, you can always see and navigate any level by clicking on the respective tabs. The process of using search parameters is the same at all levels. Figure 6 shows files in the Client Subfolder level of the Client file cabinet.