Use the search, filter and advanced search tools to search for specific paperwork, or groups of paperwork that can easily be processed in the same way.
Continue with old layout:
You can combine the Filter, Supplier Search and Advanced Search features to further refine your view of the Inbox or Archive.
Filter
The Filter feature displays items that fulfil a preset criteria. Click on the Filter icon and select which specifications you’d like to apply to your inbox.
You can select multiple Filters at once. Once you’ve selected your Filter(s), press the ‘Filter’ button. A new tab called ‘Search Results’ will be created, containing the items that fulfil your specified criteria.
Supplier Search
The Supplier Search feature allows you to filter the items by the name of the Supplier. Type the name of the Supplier into the Supplier Search bar and press the ‘search’ button.
Your ‘Search Results’ will displaying items that have a Supplier who matches your search term.
Advanced Search
The Advanced Search feature allows you to filter the inbox according to more specific, finite ranges of criteria. Click the ‘Advanced’ button.
An overlay menu will open. Fill in your required data ranges and press ‘Search’.
Use the search, filter and advanced search tools to search for specific paperwork, or groups of paperwork that can easily be processed in the same way.
New Layout:
You can combine the Filter, Supplier Search and Advanced Search features to further refine your view of the Inbox or Archive.
Filter
Click on the Filter icon and select which options you would like to apply to your inbox, and you can select multiple Filters at once. Once you’ve selected your Filters, press the 'Apply' button.
You will now see your inbox with the filters applied. You are able to remove one filter at at time by clicking on the red X. Or remove all filters by clicking on the Reset button.
Supplier Search
Type the name of the supplier into the supplier Search bar and press Enter or ↵
Your ‘Search Results’ will display items that have a Supplier who matches your search term. The search term does not need to be exact, as shown in the example below
Advanced Search
The Advanced Search feature allows you to add more custom search terms to locate the items you need efficiently.
Simply click the word Advanced or the arrow on the right to bring up the search panel
Fill in your required search terms and click Apply to display the items that fit your criteria. You are able to remove one search term at at time by clicking on the red X. Or remove all search terms by clicking on the Reset button.
