Using Document Search

Identifi’s Document Search feature functions like most internet search engines.

Just begin typing the information that you know about the document you're looking for and the system will start offering suggestions.

Common search terms include: Account Number, Customer Name, Member Number, Location.  Application and Document Type names are also searchable, as well as other specific attributes (such as Status or Source).

Note: Which attributes are searchable and visible in search results is configurable for each installation and is managed by the System Administrator.

The system automatically searches across all Applications to which the User has Permissions and begins suggesting items to narrow the results.

Results can be filtered, sorted and previewed- check out the video!  For advanced searching tips, be sure to also take a look at Advanced Document Searching.