BlueCielo Kronodoc 2012 User's Guide | BlueCielo ECM Solutions

You are here: About approval circulations > Understanding the Circulations view > Searching for circulations

Searching for circulations

If you participate in a lot of circulations, finding a specific circulation in the Circulations view can accomplished more easily by searching. Finding a document circulation is most easily done by searching in the Documents view as described in About searches.

To search for comment circulations:

  1. In the Circulations view, in the left pane, click Search. A page showing the comment circulations search options appears.
  2. Click options or type values using the descriptions in the following table.
Circulation search options
Option Description

Circulation type

In the list, click the type of circulations that you want to find.

Follow-up users

Type the names of the Kronodoc users who initiated the circulations that you want to find. Separate multiple names with commas.

To select individual users:

  1. Click Find. A new window containing user search options opens.
  2. Type a known name in the corresponding text box and press Enter or click Find users. If a matching user is found, their information appears above the text boxes and they are added to Follow-up users automatically. If not, modify your search text and try again.
  3. Repeat step 2 until all users have been added to Follow-up users.
  4. Click Close.

Participant users

Type the names of the Kronodoc users to whom the circulations were sent that you want to find. Separate multiple names with commas. To select individual users, follow the same steps as for Follow-up users.

Keywords

Type words used in the circulation subject or message.

Sent between

Type a date in each field with which to limit the search. Click Date to select a date from the calendar that appears. Leave the second field empty to search to the present date.

Status

Select a status from the list to limit the search.

Closed between

Type a date in each field with which to limit the search. Click Date to select a date from the calendar that appears. Leave the second field empty to search to the present date. Not available for open circulations.

  1. Click Search. The page refreshes to show the search results and to allow you to refine the search criteria.

Related concepts

About approval circulations

Understanding the Circulations view

About comment circulations

Related tasks

Circulating documents for approval

Modifying approval circulations

Responding to circulations

Circulating documents for comment

Modifying comment circulations

NEW Sending notifications

Viewing responses to a comment circulation

Responding to comment circulations

Delegating your response to comment circulations

Closing comment circulations

Deleting comment circulations

NEW Reassigning comment circulations


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