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Search documents

Search for received and sent documents within the system using filters and viewing document details.

  1. From the side menu, go to Documents.
    Note:

    Here, you can search for all received and sent documents.

  2. In the search bar, click Search:
    • To view your recent documents within the default period.
    • Or simply search by typing the document number.
  3. View the list of your received and sent documents during that period.
  4. Expand the More Filters section to set your search filters if no documents are found for the specified period.
  5. 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.