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DOCUMENT SEARCHING #

Searching by DCN is the preferred search and will normally display all information for that customer.  Two other searches that may help find the customer packet are Date scanned and Office scanned.  Information on how to use those searches are below.

TO SEARCH FOR DOCUMENT(S) BY DCN OR NAME: #

  1. Click Customer Details Search — is the recommended search 

NOTE: NEVER select New Search

    • If a new search is required – use the ECM Reporting Tool.

 

  1. Enter DCN of requested customer file
  2. Click Search

Tip

 If searching by Customer DCN use Equals and the last 8 digits of the DCN.

If searching by Customer name, enter Customer First Name and Customer Last Name in CAPITAL letters.

  • Click Search to view results. The Search Criteria area will close (unless the ‘Keep search criteria open’ box is checked) and the Search Results will appear below it.
  • Results Display allows you to sort the order in which results display by clicking column headings
  • Click Search to begin a new search

 

 

 

 

 

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To View Results #

  1. Click on Name of the Packet to view
  2. To view Results – Select Name of packet to view
    For this example – test.pdf

    Tool bars are at top and bottom of page;

To search by Customer DCN use EQUALS and the last 8 digits of the DCN.

To search by Customer name, enter Customer First Name and Customer Last Name in all CAPITAL letters

  1. Select Enter or Search to view results.
    1. Search Criteria area will close (unless ‘Keep search criteria open’ box is checked)
    2. Results Display allows you to sort the order in which results display by clicking column headings
  2. Select Search Criteria to begin new search.
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