Searching for Documents
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This drop-down field allows you to sort the documents by date created, date updated or date completed.
You can take that further by showing results from a set period of time, such as the last 7 days.
If you're looking for a more specific date range, you can choose the Custom option and then select a beginning and end date from the calendars supplied.
Status
In addition to searching your documents by date, you can search by status too. There are various statuses to choose from and all you need to do is check the box next to the required status. You can choose more than one status if you wish.
Template
In the same way as searching by Status, you can also search by Template. Check the box next to the template you wish to search by. You can select more than one if you wish.
Search Field
Finally, you can search for a specific document(s) by typing your search term into the field provided. In this case, we are looking for documents relating to the customer Norris Cole.
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