Searching for Documents - Advanced Search

An advanced search lets you search for documents based on any field information available. You can search for documents that contain specific information in a single field, or you can base your search on information contained in multiple fields. When you enter criteria in more than one field, the search will result in documents that meet all of the criteria (an AND search). If you select multiple items within a field, for example, more than one issue code, the search will result in documents that meet any of the criteria (an OR search).

To perform an advanced search for a document:

  1. Click the Documents tab to go to the Quick Search page for documents.

  2. Click the Advanced link next to the GO button or select the Advanced Search action to display the Advanced Search page.

  3. Type your search criteria into one or more fields on this page. Make a selection in the Type field to limit your search to form letters or other documents. When you enter criteria in more than one field, the search will result in documents that meet all the criteria (an AND search). Note: Clicking the Make Default link will save the selected criteria as your default. To clear the default, click the Clear Default link.

  4. Click the GO button to begin the search and display the results.

If you're not satisfied with the results of your search, click the Modify Search link to modify your search with additional criteria or select the Advanced Search action to start over. You can also use the Modify Search option to add records to those already selected. If you selected records found with the first search, that selection is retained as you modify your search criteria and find and select additional records.

  1. Click the document name link on the Search Results page to display the document information.

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