Search for received and sent documents within the system using filters and viewing document details.
- From the side menu, go to Documents.
Note:
Here, you can search for all received and sent documents.
- In the search bar, click Search:
- To view your recent documents within the default period.
- Or simply search by typing the document number.
- View the list of your received and sent documents during that period.
- Expand the More Filters section to set your search filters if no documents are found for the specified period.
- Click the document number link to go to Document detail.
Note:
On the Document detail page, you can preview the document and view other relevant information.