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pVault® Help

Navigation: Retrieve > Search

Browse Screen Results Options

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SearchUtilitytablewithResults-mh

 

Preview a document

Hover the mouse over a result line to display a preview of the document.

Use the Preview Size slider bar to set the size of the preview.

View a document

Click to highlight the document and double click on the document to view the image.

SearchPreviewSizeslider-mh

Click the Preview Size slider to set the size of the preview (Preview a document).
You can choose from None, Small, Medium, Large and X Large.

SearchSelectAllbutton-mh

Click to select all of the documents displaying in the Results panel.

SearchUnselectAllbutton-mh

Click to remove checkmarks from all documents.

SearchRouteButton

Click to route the document through the DocRoute™ module.

For details on the Quick Route process, click here.

SearchViewButton

Click to display the selected document in the Main Viewer window.

For details on the pVault® Main Viewer window, click here.

The Doc Info Tray displays below the selected document. Click here for details on Doc Info Tray functionality.

SearchMultiicon-mh

Click to access the Multi-Indexing Control Screen.
This screen allows indexes to be changed, added, or removed on multiple documents.
The Action column controls which action will be taken on the target document selected on the Search screen.

 

If existing values cannot display, the following dialog box will display:

 

MultiIndexingControlScreen-mh

 

Note:  For more information on the Multi Indexer functionality, click here.

SearchInvoiceButton

Click to display a read-only version of the APFlow™ Invoice Entry screen. (optional APFlow™ module)

SearchEmailButton

Click to email the selected document.

For details on emailing documents, click here.

SearchPrintButton

Click to send the selected documents to the printer.

For details on printing documents, click here.

SearchTransferButton

Click to move to the Transfer Image screen.

For details on transferring documents, click here.

SaveToFileButton2

Click to save the selected file(s) to an external file.

For details on saving documents to file, click here.

SearchInfoButton

Click to display general information on the creation of the batch that the document is in, including batch information and the indexes.

For details on viewing document information, click here.

SearchReportButton

Click to generate a report of the search results.

For details on generating reports, click here.

SearchCloseButton

Click to exit the pVault® Search Utility screen.

SearchButton2

Click to generate the search based on the selected criteria.

Reset-mh

Click to clear all entered search criteria.

All settings will be cleared.

 

 

Version 2024.01.36 1/30/2025
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