Agreement Express allows you to search for agreements using many different search fields. There are two ways to search:
- The Quick Search located at the top of Agreement Manager allows to search by one criteria.
- The Search blade is the main search allowing you to create very specific searches.
Using the Quick Search
Enter your search value into the text field and then click on the down arrow. This will allow you to select which criteria to search on. Clicking anywhere else on the dropdown which search based on the already selected criteria.
The Search Blade
Click the Search blade to open the search panel. Enter the different search values into each criteria you wish to use and then click the search button at the bottom. A search results tab will appear to the right.
Saving Your Search for Re-Use
At the bottom of the Search blade is the option 'Save as a Smart Folder' which allows you to search all your search criteria for re-use later. Once the search is saved it will appear as a starred folder in the Folders blade. To re-use, you simply click on the starred folder to run the search again.
Note: The smart folder isn't created until you click to search.