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To select from the available Searches for an Archive, place your mouse pointer over the Archive. When the Search (
) icon appears, click it.
in the Archives Searches dialog, select a Search from the list. Note that only Seaches Searches the user has been granted permissions will appear in the list. Click Cancel if you do not want to run a Search.
- If you select a Static Search, at the prompt, click Run Search. it will run without further input.
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 chosen Search.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 expand 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.
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.
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