<< Click to Display Table of Contents >> Navigation: QuoteWerks Help > CHAPTER 17: QuoteValet > Using QuoteValet > QuoteValet Insight > QuoteValet Insight Find |
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You can quickly locate a document uploaded to QuoteValet by clicking Find. Here, search for documents by document number (DocNo) and/or name (DocName) and/or the sold-to company name’s (SoldToCompany).
Once the search locates the correct document(s), the results will be displayed below the search filters and you can select which document to view.
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