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    How-to

    Find a document and who holds it

    Verified on for version 19.0.1.0.5
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    The Incoming and Outgoing menus each show one direction; All shows both. The search bar and its filters answer the daily questions: where is this paper, and what is out of the office.

    Type in the search bar a number such as INDOC/2026, a word from the Document Name, a contact, a borrower or a word from the Content, then choose what to search in.

    List what is out of the office

    1. Open Correspondence/All.
    2. Open the search panel and choose the Currently Lent filter.
    3. Under Group By, choose Borrower.
    The documents out of the office, grouped by the borrower who holds them.The documents out of the office, grouped by the borrower who holds them.
    The documents out of the office, grouped by the borrower who holds them.

    Each group names a borrower and counts the documents they hold. The In Office filter lists the opposite: the registered documents that are in the office.

    Other filters

    • Draft, Registered, Lost, Damaged and Cancelled keep one status.
    • Archived shows the archived documents.
    • Group By also offers Direction, Status and Partner.

    On the cards, a coloured badge gives the status of each document: In Office, Lent, Draft, Lost, Damaged or Cancelled, and a counter shows how many times it was lent.

    The documents of both directions, each with its status badge.The documents of both directions, each with its status badge.
    The documents of both directions, each with its status badge.
    Related pages
    Your first documentLend and return a documentRecord a lost or damaged document

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