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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