Set-up
Tudodesk back-office (Browser)
What's this for?
How to use document search
How to search or filter a list of documents
How to look up jobs by ID.
What you should know
You can quickly look-up documents by keyword or document ID.
You can filter documents and create smart lists.
Steps for quick search
Click the document icon in the side menu bar (3rd option)
Search by keyword, document ID, using the menu bar search option.
You can click on the search results to open the document view page.
Pre-saved quick links
ALL - returns all documents in historical order
NEW - the most recent documents
INCOMING - new enquires from web-forms
OPEN - Open documents
RECENTLY ACTIVE - documents that have been viewed or edited by your team, a customer or via an external API.
Steps for using filters
Click the documents icon in the side menu bar (3rd option)
Use the + Add a filter option to apply one or more filters
Use the Save segment option to save your list as a smart view.
Filtering document search by customer
Click the documents icon in the side menu bar (3rd option)
Use the + Add a filter option to apply a customer filter
Use the search drop down to find the customer
Add the customer filter to refine your results.
Notes
Save lists always show the latest documents that match your filters.
See Also