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Home → Client Onboarding → Management/Operations → Performing a Search and Viewing Results

2.11. Performing a Search and Viewing Results

Once a search is configured, you can execute it, and view the results (the generated documents in your SQL repository returned by the search).

Proceed to one of the sections below for details:

• Executing a Search
• Working with Search Results

Executing a Search

A search is performed (executed) on a form-by-form basis using the Search dialog box. 

1. Access the Search dialog box for the desired form.
2. From the search drop-down list, select an existing search or choose a new search.
3. Click the search button.
   
   The documents that match your search criteria are listed in the bottom half of the dialog box.
   
4. Proceed to Working with Search Results below.

Working with Search Results

Once a search is complete, the results are displayed in the search results table in the bottom half of the Search dialog box. You are also provided with additional options that can be used with the returned list of documents.

1. (optional) Using the wrench button (highlighted below), configure the columns of information displayed in the table of search results. Only selected columns will appear in the search results table.

   Tip: This customization only impacts the current search. If you want to permanently edit the information displayed in the search results table for the current search, see Specifying Search Column Settings.

   
2. (optional) Adjust the order of the columns in the search results table by dragging the column headers to the desired location. This updated order is automatically saved and will appear the next time you access the Search dialog box and execute the search.

   Note: The column order is search-specific, so you can specify different column orders for different saved searches.

   
   
3. If necessary, use the options in the bottom left corner of the dialog box to navigate the multiple pages of search results.
   
   
4. Using the check boxes in the first column in the search results table, select the documents you want to manipulate. 

   Tip: You can select individual documents (using their corresponding check boxes), as shown below, or you can click the check box in the column's heading to select all listed documents.

   In the following example, two documents have been selected.
   
5. Perform any of the following options for all selected documents, as desired:
   • edit. Opens the document in the Data Entry View, allowing you to alter it.
   • edit copy. Open a copy of the document in the Data Entry View, allowing you to alter the copy.
   • retrieve. Allows you to view the document in the Document Viewer.
   • export. Allows you to export the information in the search results table as a comma separated value (CSV) file. You can export either the entire table or only selected documents.
   • batch sign. Allows you to sign multiple documents returned from your search, if signatures are needed. For more information, see Using Batch Signing.

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