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Create a Search Button for your Legacy Cabinet
5.1. Create a Search Button for your Legacy Cabinet
In order to save time when searching for documents to move to your Active Cabinets, you can create a search button. Here's how:
Create a Find Template:
- Open a Search Card
- Select the "Legacy Cabinet"
- In the Client field type "NOT ~"
Note:Â This will ensure that any documents that do not have pre-assigned client codes do not show up in your searches making moving documents easier.
- Select "Options -> Save Template"
- The "Save Find Template" Window will open
- Give the Template a meaningful name
- Select "Show Template
- Make it available for Everyone
- Click the "Save" button
Create a Button Bar Button pointing to your Template
- Right click in the button bar button area, and choose "Create"
- Select the "Search" radio button:
- Click OK
- Select the find template you created from the list of find templates
- Select "Show Template"
- Select Pin to Button Bar
- Select "Everyone"
- Click Save
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