Summary
This article walks you through how to search records.
Use Case
At Classics Inc., a legal operations user needs to find a previously archived vendor agreement before preparing a renewal. They open the Dashboard, filter records by Completed or Imported, and search using the counterparty name or contract text to locate the correct record.
Permissions
| Features | Records |
| Permissions | You will only see records that you have access to. |
Search Records
If you want to learn more about how to search records, refer to Search the Dashboard.
- Click on the Dashboard tab, and select All Records from the left sidebar.
- Next, click on the search bar located towards the top of the page and type your search term.
- Note: The search bar is a free text search field and will located your counterparty name, contract text, and words included in each PDF.
- Use the filters located at the top to narrow down your search results.
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