Instructions:
There are two methods for searching for documents:
- Using the Search utility, which allows for both Text and Advanced searches
- Using the Reporting Center, which allows you to sort a list of documents by a particular column, apply a filter to narrow down the list, or apply a customization to specify which columns to display for your list of documents.
Method 1: Using the Search Utility
Text Search:
From the Home page, scroll down to click on the Search button. It will default to the ‘Text Search’ tab. Use the text area to input a keyword.
Then click Search. Those containing your keyword will be listed. Click on the link for the desired document and it will open.
Advanced Search:
From the Home page, scroll down to click on the Search button. Then select the ‘Advanced Search’ tab.
Within the ‘Field Search‘ area, you can choose a Field, such as Fund Title. And then choose an Operator such as Contains and then supply a Value or Keyword, such as “Scholarship“. Then click Add.
Scroll down to view your set criteria.
You can add additional criteria by scrolling back up to the ‘Field Search’ area and specifying a value for an additional Field, such as Status contains “released”. Then click Add.
Next, you can move down to the ‘Keyword Search’ area where you can add keywords to your search criteria. For example, you could enter in a donor’s last name and then click the Add button.
To perform the search, click Search.
You’ll see a listing of the documents that met all of this criteria. Click on the link for the desired document.
The document will display. To open it , click the ‘Open Questionnaire‘ button.
Method 2: Using the Reporting Center
You can also use the Reporting Center to search for documents. From the applications Home page, click on the ‘Reporting Center‘ button. You will see a list of documents.
Sort by Column: You may click on any Column heading to sort by that column.
Apply a Filter: You can also use the Filter button to apply a filter.
Select the Field/Column, such as Master Number, and then specify an Operator such as is, and then specify a value. Then click Filter.
Then click on the ‘Open Questionnaire’ button to open it.
Add a Customization: Another method is to add a Customization. Back in the Reporting Center, click to expand the Customization section. Uncheck any fields that you do not wish to view and then check any fields that you do wish to view. Then click the Restructure button to have you list updated displaying the fields you selected.
“Show Me” Video: