Click “Documents” from Home
If the groups you belong to have Document Views you will see those on the left. If you do not see the Document Views list on the left, click on the button with three horizontal lines to toggle the Document Views menu on and off.
You can click the Document View you’d like to open. As a reminder some document views automatically run and others require you to run a Search or Add Constraints before performing a search.
To search the documents, click within the “Search In” and the Add Constraint section will appear.
Use the drop-down menus to select whatever parameters for your search. As a general bit of advice sometimes the best place to start is with the Person Name or College ID if searching for documents for a specific person. Linked documents will always be lastname, firstname. Then press the “Add” button and you will have a Search Constraint
If you require additional constraints for your search just click the “+” (plus sign) to add additional constraints.
When you are finished editing your constraint click “Add”
If you would like to change any of your constraints you can click on that constraint and you can change it
Once you have made your changes click “Update” and then click “Search” again.
There are other options available in the search area once you have checked a box next to a constraint.
+ – Add a constraint
↑ (Up arrow) – Shift the selected constraint up
↓ (Down arrow) – Shift the selected constraint down
X – Delete the selected constraint
If you select multiple constraints:
