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Step 1: Classifications

 

When you access the Search Documents screen, the Classification filter is automatically enabled, as it is essential for organizing documents within QAction. Classification in QAction operates as a document’s primary organizational attribute, defining its security settings and corresponding metadata.

To further refine your search, select additional filters from the Filters drop-down menu. After setting your desired search criteria, click Search to view the matching documents. You can also adjust the width of the filters and results panels by dragging the gray divider between them.

 

Click here to learn more about performing searches

Document Search Demonstration On to Step 2