Using the Search Bar

You are here:
Estimated reading time: < 1 min

To use the Document global search function, embedded in JGID, click on the “magnifying glass” icon to pop out the search bar field.

Type in any portion of the Opportunity, Quote, Job or Invoice title name or number to open a brief preview panel with a summary description of all related documents.

Was this article helpful?
Dislike 0
Views: 39