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Searching your Inbox for your Team's Document/s
Searching your Inbox for your Team's Document/s

Need to find a receipt someone on your team recorded? No worries. It's easy. Here's how

Updated over a week ago
  1. In the table header: Select the date range and which date field to apply it to

  2. In the table header: Choose ALL (or specific team member) under Team Member

  3. In the table header: Enter the Document # or keyword in the Search box (that's the one next to Columns and Export buttons circles: 5. below). Now hit Enter to Search.

  4. You will see results show up as shown below.

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