<< Click to Display Table of Contents >> Navigation:  Administrator Dashboard > Producer Information > Producers > Viewing producers > Records > Documents > Searching producer documents

To search or find a document of a producer from the Documents page:

1)Type in one or more of the following details:

•Folder: Type the first letter of the folder or click the arrow to display and select the folder.

•Document Type: Type the first letter of the document type or click the arrow to display and select the document type.

•Document Name: Type partial or full name of the document.

•Start Date: Type the start date or click Calendar icon to select the search start date of the document date.

•End Date: Type the end date or click Calendar icon to select the search end date of the document date.

2)Click Search or Enter key on your keyboard to display a list of documents matching your criteria.

Note: If no matches, then a message displays no records available.