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.
You can combine the Filter, Supplier Search and Advanced Search features to further refine your view of the Inbox or Archive.
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.
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.
A new tab ‘Search Results’ will be created, displaying items that have a Supplier who matches your search term.
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’. A new tab called ‘Search Results’ will be created, displaying items that meet your search criteria.