Search for Scanned Documents

The List Image window will display all of the persons/organization contained in your search criteria who have had scanned documents saved to them.

1. Begin searching for scanned documents by selecting the Document Imaging icon   from the Detail  Master case window, the Person Detail window or Detail Organization window.
2. The Search Image window opens.  It defaults to select all persons pending or active in the Master Case, if the search started from the Detail Master Case window.  If the search started from Person Detail window, only information regarding the person can be obtained.  If the search started from the Detail Organization window, only persons involved in the Organization will display.
3. Select the person(s) to search for their scanned documents.

4. Select the category to search for scanned documents.  Multi-selection of  categories can be done highlighting the categories to be viewed. As a last resort, use the Select All radio button.  Or Permanent ID can be selected.  

   Note: The Search Date Options will be disabled if the Permanent ID radio button is selected.

5. The search can be narrowed by changing the date range in the Search Date Options field.  It defaults back to six months prior to the current date,but can be changed to the current date, one week prior to the current date, one month, two months, or the worker can enter a date range by selecting "Enter Dates" from the drop down list.   The Prev and Next buttons allow the user to move the date range to the previous or next period of time.
6. Select the Search button.  The List Image window opens.

7. Select a row on the left side of the List Image window to view the scanned document.

   Tip:

    If multiple persons are selected and Select All, or many categories are selected, the search may take longer.

(11-2012)