Step 1: Classifcations

By default, you see the Search Documents screen.

This screen starts with the Classification filter since it is an important filter for documents. A document’s Classification is sort of like its location in QAction, and also defines things like security and what data gets associated with the document.

You can also add additional filters to your search using the Filters drop-down. Then click Search to see documents matching your criteria. You can change the size of the filters and results panels by clicking on and dragging the grey bar between them.

 Click here to learn more about performing searches

Back to Welcome

On to Step 2