Several methods are available for retrieving documents. The Document Retrieval dialog box allows you to retrieve documents based on Document Type Group, Document Type, Document Date, Keyword Values, and document contents such as text and note text.
Document retrieval can be further customized with the use of Custom Queries. Custom Queries are predefined sets of search criteria that allow you to quickly access frequently retrieved documents.
You can modify documents by adding notes, annotations and redactions, or by adding, deleting and rearranging document pages.