Here are the steps on how to open existing record via Search screen:

  1. Select Contract Management → Documents from Menu.
  2. Double-click mouse to open screen. If there's already an existing record, Search screen will open. 
  3. Select the existing records and click Open button.
  4. The screen for the selected record will open.
  5. For opening Multiple records, select Multiple records you want to open and click on Open Button.
  6. It will open all the selected records.
  7. Search for the existing record you want to open manually by entering a keyword on the Filter field and click on Refresh. 
  8. Or you can also use the Advance Filter.
    1. Click on the Filter button to show filter field.
    2. Click on the drop down button to select criteria. Criteria are based on the columns present in the grid.
    3. Select criteria and add conditions.
    4. You can select additional criteria to tighten your search further.


  • No labels