Finding Documents

You can use the Documents search form to find documents that have been attached to InterAction items. You can search for documents using a variety of criteria, such as type, title, and date it was attached.

The Documents search does not search the content of the documents—it searches the information you enter when attaching a document (title, date, etc.).

See the following topics:

• Find Documents Based on General Document Criteria
• Find Documents for a Set of Contacts

Find Documents Based on General Document Criteria

1. Choose Documents from the left hand Search for drop-down list of contact searches.
2. Enter search criteria for the documents you want to find.
   • Use the fields under Looking for documents that are to enter criteria about the documents.
   • Select Only include selected types to find documents with specific types.
   • Fill in the From Date and To Date fields to find documents within a date range. For more about dates, see What is the Date for a Document?
   • The Title field finds items that have the specified text anywhere in the title. For example, entering “contract” would find both “Contract for Telenorth” and “Telenorth Contract.”
   • Select the Regarding check boxes to include items regarding contacts, lists, matters, opportunities, engagements, or account plans.
   • The originator of a document is the person who attached the document or the person who created the activity to which the document is attached. Select the Originator options to find documents attached by anyone, yourself, or a specific set of users.
   • Use the fields under Includes contacts from to choose a set of contacts (see Find Documents for a Set of Contacts).
3. Choose Search.

Find Documents for a Set of Contacts

You can use the general Documents Search form to find documents for a set of contacts. You can find the documents for the contacts within a contact type, marketing list, or working list.

If your organization has licensed one of the related modules, you can also search the contacts associated with a matter, opportunity, or engagement.

1. Choose Documents from the left hand Search for drop-down list of contact searches.

2. Under Looking for documents that are, enter the criteria for the documents you want to find.

   You must select at least one option in this section to narrow the search. For example, enter a date range in the From Date and To Date fields.

3. Scroll the search form to the Includes Contacts from section.

4. Select the type of List you want to search. For example, to find documents for the contacts with a particular contact type, select Contact Type.

   You can select from the following:

   • Contact Type
   • Marketing List
   • Working List
   • Matters, Opportunities, or Engagements (if your organization has licensed one of these modules)
5. Select the specific list you want to search. The options available depend on the type of list you selected in the previous step.
   • For example, if you selected Contact Type, you could then select Client Personnel. This finds documents for all the contacts assigned the Client Personnel contact type.
   • If the list you want to search is not shown, choose the Find link to find it.
6. Choose Search.