Searching Your WebForms Account

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Searching for Documents


Are you looking for a document that you know was in your WebForms account just a couple of days ago? Here are some helpful tips to find documents that may have been Archived or buried
in your Inbox or Sent folder.

If you would like to watch a video that covers Advanced Search, please click here.

Navigating to the Advanced Search feature

At the top of your Inbox, there are a couple of ways to search through your WebForms account. You can either put a specific document number in Search by Document ID in the upper left hand corner, or click the word Search in the upper right hand corner.

 

Both options will take you to this screen, which is your Advanced Search:


If you want a detailed account of each search option, please watch this video.

Tip: When searching for a specific document number in the Search by Document ID, and nothing shows up, uncheck Exact Match and click the blue Search button again.

 

Finding Archived Documents

We recommend when searching for Archived documents to select the following options:

  • Date range “All” (in blue)
  • Highlight all of the statuses.

If you would like to learn more about Archiving documents, please watch this video.


Saving Searches

If you are tired of searching for the same types of search criteria, we would suggest setting up some Dynamic Folders. This is discussed as part of the Advanced Features-Search video, linked here.
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Posted 4 years ago

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