Search & Retrieval of Webnow Documents

Search & Retrieval of WebNow Documents

In WebNow you can perform searches to retrieve documents by using thequick searchboxes or by using theuser promptedsearches located in the department tree.

Quick Search
A quick search applies to a single field on a document and returns the document results that matches.
A. B. C

There are multiple fields to choose from:
A. DrawerVendor NameVoucher #
Invoice # Scan Date/timeDocument type

Once you have filtered the selection down to a field, you can continue to limit the search results further by selecting options such as:
B starts withis equal tois less than is greater than or equal to

and then input the associated field data. For example you might use the following:
C For vendors you might use starts with and enter Office to find OfficeMacinvoices or
For Document type use is equal to and select Requistionto view all requisitions

User Prompted Search
A user prompted search applies to previously created search ques created and displayed under the department tree.

The most versatile user prompt would be By Date & Vendor.

You select a date range and either leave the vendor name blanket to pull back all documents scanned in that time frame or input a Vendor Name to filter the results down to just that vendor. The prompt uses the filter starts with so you don’t have to input the vendor name in exactly.

Follow these steps to view ID's if your department is on the expense (left) side of the ID:

1. Log into WebNow
2. Select theDocumentsTab
3. Select theBy ID#in the department tree on the left

4. Input the ID number; example-IDP#18446
5. Double click on the results to view form

Follow these steps to search for a Travel Authorization Form in WebNow:
Option 1:

1.Log into WebNow

2.Select the Documents tab

3.Select the Travel view and By TR# from your department tree on the left

4.Input the number from the Travel Authorization form in the Search box

5.Double click on the results to view form

6. Click on the printer icon if a hard copy is needed for the Pcard file.

Option 2:

1.Log in WebNow
2.Select the Documents tab
3.Select the Travel view and all travel authorization will appear in the Actions pane
4.Input the Warrior ID# of the travelor or select other fields to search by

5. This will return only the forms for the Warrior ID# input in step 4
6. You can sort further by clicking on the heading of each column.
7. Double click on the authorization form needed to veiw.
8.Click on the printer icon if a hard copy is needed for the Pcard file.

Follow these steps to search for a Requisition in WebNow:
1. Log intoWebNow

2. Select theDocumentstab

3. Select theBy RQ#in the department tree on the left hand side of the screen

4. Input the requisition number in the Search box
5. Double click on the results to view the requisition