Select the Department and Document Type for the document(s) to be found. These lists will contain only the Departments and Document Types that the user has been granted access to.

All searchable attributes for the selected document type are displayed in the attribute list. In our example, an Invoice has seven attributes, Document Date, Load Date, Version Status, Invoice Number, Vendor Name, Amount and PO Number.

For each attribute selected, the user must enter the ‘Search Value’ and select the ‘Criteria’ for the search (Equal To, Not Equal To, Like, etc.) from the list.