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KFS Basics Training
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How To Do a Document Search
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Summary: The Document Search is a powerful tool you can use to find out the status of any request.
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Steps | What you need to do | How to do it |
1 | Login to Access KFS Visit httpvia ZOTPortal |
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2 | Access the Doc Search feature | In the KFS Accounts portlet, click on the “Doc Search” link. |
3 | Perform a Basic Search | You will now be in the Document Lookup screen. Here, you can perform a search based on Initiator, Document ID#, date document created, etc. |
4 | Perform a Detailed Search | Alternatively, you can click on the “Detailed Search” icon up above and perform searches based on more criteria, such as “Route Status,” “Date Approved” etc. |
5 | (Optional) Save a Search | If you find that you do a certain type of search often, you can give it a name and it will appear in your Saved Searches pulldown menu up above. |