Kofax SignDoc Standard 2.1.0.3 - Online Help

Search and list packages

Search for packages

A user can filter available packages with the following parameters:

•Search text of package name or description

•Package ownership (me/my teams)

•Package states

•Date range by specified package’s date

 

 

Filter parameters are applied when search icon is clicked.

By default advanced search panel is hidden. The packages list contains packages created by the authenticated user, with any state except for archived, for the whole period.

 

 

When the advanced search panel is hidden, an additional dropdown control is displayed with a simplified filter panel:

 

 

In case filter parameters are set and the advanced search panel is hidden, a contextual message is displayed with current parameters and a button to reset filters:

 

 

Search text

Search text is intended for filtering of packages by name or description.

 

Package ownership

Using the dropdown control a user can choose to display either packages created by himself or packages created by members of teams, in which the user is a member also.

 

 

Package states

The multi-select dropdown control allows to select one or more required packages states.

•Draft

•Prepared

•Started

•Completed

•Declined

•Expired

•Voided

•Archived

 

 

Date range

The group of controls is intended for filtering packages by a specified date range with a selected package date:

•Creation

•Last update

•Completion

•Start

•Expiration

Date-range picker allows to select required date range easily. Either set From and To dates or click a button with available date ranges such as Last Week or This Year.

 

 

 

Refresh list of packages

Click on icon to refresh the currently displayed list of packages and their states.

 

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