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  1. To select from the available Searches for an Archive, place your mouse pointer over the Archive. When the Search () icon appears, click it.

     

  2. in the Archives Searches dialog that appears, select a Search from the list of Seaches to which you have been granted permissions. Click Cancel if you do not want to run a Search.



  3. If you select a Static Search, at the prompt, click Run Search. it will run without further input.



  4. If you select a Variable Search, in the Searches dialog that appears, either enter no values (to return all), or enter one or more values (to filter your results down to a more specific list of documents). The prompt for a Search value should indicate what type is needed (like "Customer Name" or "Date of Delivery"). If you enter the wrong type (like "$1,00" for the "Vendor Address" Field), you will see a message asking for the correct Data Type.

    Note that after you have run a Search, the Documents Menu Bar appears. You can click Refine Search to bring up the Searches dialog, if you would like to change the criteria for your choosen Search.


  5. If the Search has a Pick List Field, do one of the following:

    • If the Search has a standard Pick List Field, click on the Field to expland the drop-down list and select the value you wish to use in your Search.

    • If the Search has a type-ahead Pick List Field, you can enter the entire keyword or phrase, but you do not have to. Just type the first letter or so and, when the Pick List appears, select the value.


       

  6. Click Run Search to show the search results, choose Cancel to close the dialog without running a Search, or click the Back (left arrow) icon to return to the list of Searches.

Tip
titleBrowse Through the Archive

Note that Searches that start with "Browse" are usually assigned to a Search that looks at all Index Fields in the Archive. If you need to see all of the documents in the Archive and this is available, choose the Browse Search.