Search for a shared account

If you have many shared accounts, scrolling through a list of accounts to find what you want is not practical. For example, some professional organizations, such as legal firms, can have thousands of accounts. PaperCut MF offers a couple of ways to quickly find the accounts you need on the Shared Account List page:

• Quick find
• Filter

To display the Shared Account List page:

1. Click the Accounts tab.

   The Shared Account List page is displayed.

Quick Find

The Quick Find field allows you to search for an account by name or partial name.

1. In Quick Find, enter a string of characters from the account name.

   

   A list of accounts with names containing the characters you have entered is displayed.

2. Select the account you are looking for.

3. Click Go.

   Only accounts that match the entered name are displayed.

Filter

The Filter area allows you to search for accounts that match selected criteria.To filter accounts:

1. Click the edit link next to Filter off.

   

   The filter criteria are displayed.

2. Select the relevant criteria; then click Apply Filter.

   Only accounts that match the selected criteria are displayed.