Performing a Search

This page offers a comprehensive, step-by-step guide for conducting document searches in QAction.

Key steps include:

- Navigating to the Search Documents interface

- Applying a Classification filter

- Selecting one or more Document Type filters

- Adding additional filters as needed

- Clicking "Search" to display relevant results

Users may also save custom searches for future access and export search results to Excel. The guide features annotated screenshots for each step and provides best practices—such as refining filters—to optimize search effectiveness.