External documents that have been filed in a document package can be searched for using the name of the document, the name of the document package or the filing location.
Go to the Templates tab and left-click on Documents .
The default search location is "Shared Documents". Click on the drop-down list to search in other filing locations.
If you know the filing location of the document, select the table (Accounts, Events, etc.) you want.
If you do not know the location, click on Select all and Confirm.
If you are looking for an inactive document package, select Discard selection and Confirm.
Enter the name of the package in the search field Name.
Enter the name of the document in the search field Included document.
Click on Search and select the document you want from the list of results. Open your Recent searches to call up and/or modify recent search requests (Searching for ...)