Tips & Tricks: Find Misfiled Docs

Tips & Tricks: How to Find Misfiled Documents

It happens. You know you updated a document the other day, but now you cannot locate it. Somehow the document has been misfiled or indexed incorrectly. What can you do to locate documents that go missing? It is simple. Use your saved search to help track them down.

One tip to follow is to search for documents routed to you that were modified on a specific date. The following instructions will help you create a saved search that can be reused whenever you need to locate an otherwise missing document.

1. Open PaperWise Query and select the file cabinet in which you want to search.
2. Click the Advanced Search button in the lower left corner of the window.
3. In the Search Field dropdown select Route To.
4. Click the "?" button for Condition 1. This will cause the search to prompt you for a value when you execute the search instead of using a hard coded value. The screenshot below shows what you will see on your screen.
   
   
5. Click the Add button to add this first condition to your search.
6. Now it is time to select the next condition. This time select Last Modified from the Search Field dropdown.
7. You want the search to prompt for the date instead of saving a specific date in the search and having to modify it each time. To do this, click on the "?" button for Condition 1 again.
8. Click Add. Your screen should look like the one below with both the Route To and the Last Modified criteria showing at the bottom of the window.
   
   
9. Click the Save button at the bottom of the window.
10. You will be prompted for a name for the search. Input something that is descriptive so you can easily identify the search next time you want to use it.
    
    
11. Click OK.

You will be prompted to execute the search. Let's test it to make sure it works. You will see a window like the one below. Set the Route To and the Last Modified date then click OK.

Depending on how many documents you updated that day you could have a lot of documents returned, but at least you can browse through them to find the one you want.

The saved copy of the search will be available under Saved Searches on the File menu any time you need it.  If you need a little help setting up this search or creating a similar one, contact PaperWise Support via support@paperwise.com.