Locate Historical File
6 steps
|
18 seconds
1
From your Dashboard, navigate to the Quick Actions menu
2
Click the "Advanced Search" option
Advanced Search *can* locate any past file, regardless of date or archived status
3
Select "Document List" from the dropdown menu
4
Enter the file address *(first four digits are sufficient)*
Tip! The search field can also be used to search by Client Name
5
Select this option to view the file
6
The file is now being viewed
