STEPS
- Go to “Documents“ > “Document search“
- Filter for documents by either …
- Selecting a job from “Favourites“ *(i.e. a list of jobs featuring recent time tracking) *AND/OR
- Choosing the job using the “Client“, “Area“ and “Job“ drop-downs AND/OR
- Choosing the document’s “Author“ from the drop-down AND/OR
- Selecting a time “Period“ from the date field(s) AND/OR
- Entering a term in “Search terms“ AND/OR
- HINT: This will filter for the tags defined in the tag field of the documents
- Specifying the “Document type“
- Click the “Search“ button at the bottom of the page
=> The search results are displayed