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4.
5. Y in the grid in which you're working.
Note: It is a good practice to start your
by sele g
does no
With your cursor still in the Search box, you can press Enter.
our search results will then appear
search with a clean slate (or a clean grid)
ctin Edit > Clear All Grids prior to conducting your search. Clearing the grid
t erase any data.
Note: The search engine recognizes certain fields within each organizer, and is
programmed to easily retrieve information from these fields when searched upon.
Listed below are the recognized fields for each organizer. In addition, the search
engine will look for and retrieve information in your scanned images.
Receipt Organizer fields recognized by Search:
• Category
• Client
• Payment Type
• Project
• Tax Category
• TranID
• User
• Vendor
Document Organizer fields recognized by Search:
Category
Client
• Document Title
• Document Type
Busi
•
•
•
•
• Folder Type
• Project
• Tax Category
• Topic
• Unused Document Text 1
• Unused Document Text 2
ness Card Organizer fields recognized by Search:
Category
Client
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