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24.21. Searching for Documents on Your LincDoc Server

You can search for previously created documents on your LincDoc server. When found, these documents can be downloaded to your mobile device and manipulated using the LincDoc mobile app.

Important: Search filters are defined on the LincDoc server via the standard application. They can only be accessed and used via the iPad app. They cannot be altered unless you are using the standard application.

Proceed to one of the following sections below for more information:

About the Default Search

Each form automatically includes a default search feature, which allows you to search for documents created by the user currently authentication to the app and during a specified time frame.

You can access this search as described below. In addition, you can add additional searches using the standard application.

Accessing and Using the Search Feature

The search feature is accessed at the form level. Each form can have different searches defined for it.

  1. Access the form that was used to create the document you want to retrieve from your LincDoc server.
  2. Tap the Server Search option.

    The server-created searches appear on the right side of the app.
  3. Tap the desired search.
    The search's available parameters are displayed.
  4. Configure the desired search parameters.
    • Tap the displayed parameters to select the desired options.
    • Remove search parameters using the - button.
    • Add more search parameters to this particular search using the + button.

      Important: You can only add default parameters or those specified for the form (via the Search tab on the Admin dialog box in the standard application).

      Note: Any parameters added using this method are only available while the Search screen is open. Once you exit the search, only the search's parameters, as defined on your LincDoc server, are saved. 

  5. Tap Search in the upper right corner of the app.

    If the search is successful, results are displayed.

    Note: If a document has already been downloaded to your mobile device, the word "Downloaded" appears in place of the document's date/time stamp.

  6. Perform one of the following actions (each of which is described in individual sections below):

Downloading a Single Returned Document

Once located via a search, a document can be downloaded and manipulated with your mobile app.

  1. Locate the desired document using the search feature.
  2. In the list of returned documents, tap the desired document.
    Additional options appear.
  3. Tap the Download option.
    The document is downloaded, and additional options appear.
  4. Perform any of the following actions:

Downloading Multiple Documents

You can select more than one document from your search results and download them simultaneously.

  1. Locate the desired documents using the search feature.
  2. Using the Select option, choose the documents you want to download.
  3. Tap Download at the bottom of the screen.

    The selected documents are downloaded to your mobile device. 

Viewing the Server Version of a Document

You can view a copy of the completed document, as it appears on the server, without downloading it to you iPad using the View Server Copy option.

Important: You cannot view Word-based documents. Only PDF-based documents can use this option.

  1. Locate the desired document using the search feature.
  2. In the list of returned documents, tap the desired document.
  3. Tap the View Server Copy option.

    The PDF version of the document is displayed.
  4. Once you finish reviewing the document, tap Done to close the document and return to the document's search details screen.

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