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2.49. Searching for Documents on Your EOS Server

You can search for previously created documents on your EOS server. When found, these documents can be downloaded to your mobile device and manipulated using the EOS Client Onboarding mobile app.

Proceed to one of the following sections below for more information:

About the Default Search

Each form automatically includes a default search feature, which allows you to search for documents created by the user currently authenticated to the app and during a specified time frame.

You can access this search as described below.

Accessing and Using the Search Feature

The search feature is accessed at the form level. Each form can have different searches defined for it.

  1. Access the form that was used to create the document you want to retrieve from your EOS server.
  2. Tap the Server Search option.

    The server-created searches appear on the right side of the app.
  3. Tap the desired search.
    The search's available parameters are displayed.
  4. Configure the desired search parameters.
    • Tap the displayed parameters to select the desired options.
    • Remove search parameters using the - button.
    • Add more search parameters to this particular search using the + button.

      Note: Any parameters added using this method are only available while the Search screen is open. Once you exit the search, only the search's parameters, as defined on your EOS server, are saved. 

  5. Tap Search in the upper right corner of the app.

    If the search is successful, results are displayed.

    Note: If a document has already been downloaded to your mobile device, the word "Downloaded" appears in place of the document's date/time stamp.

  6. Perform one of the following actions (each of which is described in individual sections below):

Downloading a Single Returned Document

Once located via a search, a document can be downloaded and manipulated with your mobile app.

  1. Locate the desired document using the search feature.
  2. In the list of returned documents, tap the desired document.
    Additional options appear.
  3. Tap the Download option.
    The document is downloaded, and additional options appear.
  4. Perform any of the following actions:

Downloading Multiple Documents

You can select more than one document from your search results and download them simultaneously.

  1. Locate the desired documents using the search feature.
  2. Using the Select option, choose the documents you want to download.
  3. Tap Download at the bottom of the screen.

    The selected documents are downloaded to your mobile device. 

Viewing the Server Version of a Document

You can view a copy of the completed document, as it appears on the server, without downloading it to your iPad using the View Server Copy option.

  1. Locate the desired document using the search feature.
  2. In the list of returned documents, tap the desired document.
  3. Tap the View Server Copy option.

    The PDF version of the document is displayed.
  4. Once you finish reviewing the document, tap Done to close the document and return to the document's search details screen.

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