Search Documents History

The Search History for the Documents module is a quick way to filter your documents for faster access.

1. Open the Documents module for your selected account.
2. Under More, click Search History.
   
3. On the Search History page, select or type the Transaction Date Range.
4. Select Search History. The results will appear below.
5. To view additional details, click on the search result once, and details will appear in a pop-up window. Toggle between Transaction and Detail as needed.