In Fulfillment, you can use the search functionality within the Transactions tab to see all saved or sent documents.

To search for saved or sent documents, follow the instructions listed below: 

  1. Click on the Transactions tab. 
  2. Click Advanced Search to see a full list of available search criteria. 
  3. Select the Status you wish to search for. If searching for saved documents, search by a status of Saved. If searching for sent documents, search by a status of Accepted.
  4. Click Search

Within Fulfillment you also have the ability to save searches. To save a search, enter your desired search criteria and then click Save Search. You will be prompted to name your search. We recommend being as descriptive as possible. 

Saved searches can be accessed by clicking Saved Searches within the Advanced Search window. 

Want to learn more? Try our Training Center!

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