Check out our upcoming webinars and client office hours calendar here!

How Can We Help?

Search icon

Search Results

Find Dossier Data with the Search Bar on the Homepage

Users of Interfolio Dossier now have a Dossier specific search bar on the Interfolio homepage. With this they are able to quickly upload just about any data that is stored within their personal Dossier account. This will not pull any information associated with institutional accounts at this time, only personal Dossier accounts.

 

Check out this article on how to Download Transaction Records, Data, and Documents for more information.

 

Find Dossier Data with Search Bar

  1. Click the Dossier Search Bar at the top of the homepage and enter the relevant terms to search.
    Search Bar with magnifying glass to the right
  2. Select one or multiple filters on the left-hand side to perform an “or” search. For example, checking both Materials and Deliveries would display any documents or any deliveries which contain the searched term.
  3. When viewing results, click the column to sort alphabetically by that column.
  4. Click the Title to launch the relevant page. The relevant details page for either the document or the delivery record will appear.
Was this article helpful?
Give feedback about this article