Creating a Quick Search

To create a Quick Search:

  1. Click the New button on the Quick Searches page. The New Quick Search Page is displayed.

  2. The Properties tab displays your Quick Search Properties and Quick Search Criteria. See Fields on the Edit Quick Search Page for information on filling out each field.

  3. When you are finished entering your search criteria, click the Save Quick Search button. If you want to test your Quick Search before saving it, see the section below.

To test your Quick Search before saving it:

  1. Click the Run Quick Search button to display a Search Results page containing a list of documents that match your Quick Search properties and criteria.

  2. If you are satisfied with the Quick Search results, click the Properties tab to return to the Edit Quick Search page and then click Save Quick Search.

  3. If you are not satisfied with the Quick Search results, click the Properties tab to return to the Edit Quick Search page. Modify your Quick Search properties and criteria and then click Run Quick Search again.

  4. Repeat the process described in step 3 until you are satisfied with the results produced by your Quick Search. Click the Properties tab to return to the Edit Quick Search page and then click the Save Quick Search button.

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