If you are needing to find a specific transaction in your account, here are tips to help
In the New Dashboard, you can search within the Transaction section to locate work that you have created. There are several different aspects to the search process, which are outlined here.
Basic Search
There is a small search box found on the right side of the screen, which can be used to enter a word or two that appears in the Title of the transaction that you are looking for.
This is the most broad way to search, and should bring up many useful results, depending on the key word that you use here.
Enter the word(s) and then use the "Enter" button on your keyboard to run the search.
Advanced Search
If you already know the details of the transaction that you are looking for, then the Advanced Search area will allow you to quickly narrow your results.
You can enter the Last Name of a Signer who has already completed their actions on the transaction in question to search for all recent transactions that person has signed in your account.
If the person has not yet signed, then that transaction may not appear when searching for Signer Last Name.
You can enter the UserID of the person on your company's account who created the transaction in the account, and bring up everything that person has submitted recently.
If you do not wish to use the Advanced Search area, you can click on the "Close" button to minimize it on the screen.
Searching for Past Transactions
By default, most accounts in SIGNiX will display 90 days worth of the most recently created and completed transactions. This allows the system to load each screen more quickly, by only loading the most recent 90 days, and not the full amount of transactions since the start of the account.
If you need to find older transactions, you can still do that, as transactions outside the default range are still available - just not immediately visible.
You can adjust the Start and End dates found in the Advanced Search area to enter a different range in time to search within, up to 90 days at a time.
These date fields are called "Last Updated Begin" meaning the Start of your desired search, and then "Last Updated End" meaning the End of your range.
When you click on these date fields in the search area, you can either type in the dates that you need, or use the calendar that appears.
Please Note: Not all accounts are given the same default settings. Some clients have a default range of 30 days, depending on the age and size of the account itself.
You can still follow the advice given in this article, and search 30 days at a time, rather than 90 days, to find past transactions.
If you enter a range that is not compatible, for example 100 days, there will not be an error when you click the Submit button, but instead it will reset and not perform that incompatible search. We recommend being careful about the dates entered.
You can use the Reset button to change what you have entered back to the default.
You can also return to the Dashboard briefly, and come back to the Transactions screen to reset any and all changes made during your searching back to the defaults.
Filter Transactions
Another way to search within recent transactions would be to adjust the Filter, found at the top left of the Transactions screen.
By default, the most useful filter will be used - All Started Transactions
This should cover the vast majority of transactions in the account, and will give you the best results no matter your other search criteria.
We don't recommend changing this filter unless you know the specific Status of the transaction you are looking for, as it can narrow your search too much at times.
You can change the filter to look for only Complete transactions, for example.
If you need to find transactions that you have Saved, switch to the "Unstarted" filter.
We have more details about these options found here.
You can also return to the Dashboard briefly, and come back to the Transactions screen to reset any and all changes made during your searching back to the defaults.
