Tech Tip: Search Documents

Easily search your system for documents based on their status!

Saved documents can be assigned preset statuses that can represent various types of follow-up required by staff (example: To be faxed).

Under Tools in the drop-down menu, select Search documents.

Select an available status from the menu. 

Finally, any of the documents tagged with this status will appear below. You can right-click on a document for a menu of options.

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