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How can I save a search?
How can I save a search?

Can I see a list of transactions I have searched for before?

Kathleen avatar
Written by Kathleen
Updated over a week ago

In Fulfillment Monitor, you can use the search functionality within the Advanced Search button to see all document information filters.

To search, follow the instructions listed below:

  1. Click Advanced Search to see a full list of available search criteria.

  2. Complete your desired search criteria.

  3. Click Search at the bottom right of the window.

Within Fulfillment Monitor, you also have the ability to save searches. To save a search follow the instructions below:

  1. Enter your desired search criteria.

  2. Click Save Search.

  3. Click Search at the bottom right of the window.

  4. You will be prompted to either "Save as New", to create a new saved search, or to "Update Existing" saved searches.

  5. You will be asked to name the search, we recommend being as descriptive as possible.

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


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