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Quick Search can be configured by an Administrator to allow access to saved searches by users of DocLink Mobile and the DocLink Web Client. This feature is a requirement for Mobile and Web Client applications (for external users).
Access the Quick Search Profiles screen by clicking on the Quick Search tile on the Administration tab. After a quick search has been configured, it will then need to be added to the user's role.
From the Quick Search Profile dialog screen, click Add, Edit or Delete to create, manage or remove the quick searches.
When adding a new search, use the Quick Search Configuration to construct the scope of the search. This can be catered to save a search based on Company, Document Type, and Property. Quick Searches can then be added to specific user’s role in the Quick Search tab.
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