Locked Documents Visibility & Filter Within System-Wide Document Search Reports

Locked Documents Visibility & Filter Within System-Wide Document Search Reports

There was a feature request asking for the ability to visually see if a document is locked (or not) when running a system-wide Document Search report and the ability to ‘filter’ by excluding locked documents from the output of a system-wide Document Report. This is a new filter & visibility available in the March 2023 upgrade version and newer.

How do I learn more videos:

  • There is a 1 min short YouTube video HERE quickly informing of the new functionality in that format to be viewable via smartdevice or computer
  • This information has been added as a new chapter to our existing LMS courses of 100.C Document Search and 100.G Documents Tab