How do I search a document on my dashboard?

Step 1: Login to using your User Name and Password

Step 2: Upon successful login, you will be able to view the dashboard. Select the tile (e.g., Pending, Completed etc.,) where you need to search the document. Once you click the tile, you will be navigated to a page with a list of document(s)

Step 3: Click on the “Search” button above the list grid and this will help you to search the documents you are looking for.

You can search the document using the following parameters,

  • Date (From date – To date)
  • Document No.
  • Reference No.
  • Category
  • Owner
  • Recipient
  • Custom Status
  • Document Name
  • Last Signed On
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