Active Documents Classic : Search for Transactions : Configure the Search Page

Configure the Search Page

To configure the Search page

1
Click the Reports tab.
2
On the Active Documents Search page, at top right click the Configure icon. The Configure Search Page panel displays.
3
In the Used Search Criteria section, deselect check boxes for search levels you do not use. Those levels no longer display on the Search page.
Important: This is not recommended if you exchange EDI data.
4
In the Default Search Criteria section, select a default search level that automatically displays when displaying Search. For example, if you select Document, the Search page displays the Document search criteria by default.
5
To search on primary and secondary keys in a File search, select the Use primary and secondary key for file search option. (This is available by default in Document searches.)
6
Click Apply. Trading Grid re-configures the Search page.

16.2 release. Updated October 23, 2016


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