After processing, documents will appear in the Document Revision Pane. You can find a specific document, regardless of whether it has been identified or unidentified, by searching for it in the Find Documents Pane.
Note: Scanned images will only appear in the Document Revision Pane, and will only be searchable in Quick Fields, for sessions that have not been configured to immediately send documents to the repository.
To search for processed documents
- Select the
Find Documents Pane. - Next to Look for, enter a search phrase.
- Select one or more of the following search types: Path, Fields, Tokens, Text. Document names will always be included.
Note: To be retrieved, a document can meet any one of the search criteria. In other words, this feature uses an OR search to find documents, meaning one OR the other OR all of the selected types must be met. Partial matches will be returned. Do not enter wildcards or regular expressions.
Tip: David is looking for documents whose names or paths contain a specific number. He should enter his criteria and select Path to find documents whose names contain the number, whose paths contain the number, and/or whose names and paths contain the number.
- Click Find Now.
- Documents that match the specified criteria will appear. Select a document or documents, right-click, and select one of the following options.
- Delete: Permanently deletes the documents.
- Store: Stores the documents in the repository.
- Bookmark: Bookmarks documents for further review. More information.
- Go To Document: Opens the first selected document to its first page in the Display Pane.
