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How do I search for quick letter language using Document Search?

Use Document Search to  quickly search the language of previously written quick letters.

NOTE: Search results only display for quick letters. To search Form letters using the Search Letters feature in Letters.

 

Filter documents searches by:

  • Activity ID
  • Lette Code
  • Letter Content
  • Incoming Message
  • IP Address
  • Created By
  • Created On
  • Modified By
  • Modified On

1. From the top navigation, click Mail.

2. Click Document Search in the right navigation menu.

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3. The Document Search: Quick Letters window opens.

4. Click the desired Filter Documents By link at the top of the screen.  For example, "Letter Content" to search language of the outgoing quick letter.

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5. In the Letter Content entry pop up, enter search criteria and then click the Find button.

  • Searching on multiple filters performs an "Or" search.  

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  • To perform an "And" search, type your search keywords in quotes separated by AND as follows: "fraud" AND "social security".

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6. All matches will display, click the Letter Code link.

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7. A letter Preview window opens where you can view letter or copy the test to reuse.

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8. Click the Close button when done.

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