Users may find different clients in the Search Documents screen, Add Documents screen, and Manage Lookup List Preview.

Search Documents screen

When you select Search Documents > Classic Search >  Lookup List, you'll find clients that are:

• Active (having documents)
• Inactive (deleted but with documents still attached)

Add Documents screen

When you select Add Documents >  Lookup List, you'll find clients that are:

• New (active but no documents attached)
• Active (having documents)

Manage Lookup List Preview

When you select Administration > Manage Fileroom > Lists tab > Manage Lookup Lists > Preview, you'll find clients that are:

• New (active but no documents attached)
• Active (having documents)
• Inactive (deleted but with documents still attached)

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