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Searching Review Status Using the Drill-Down Search

Valid fields for search review status using the Drill-Down search are:

  • In Revision. Displays all documents for which Step 1 is checked.
  • Waiting Revision. Displays all documents that have open review activities.
  • Revision Complete. Displays all documents that have open revision complete activities.
  • Waiting Signatures. Displays all documents that have open signature activities.
  • Signatures Complete. Displays all documents that have open signature complete activities.
  • Standalone Signatures Required. Displays all documents that have standalone activities.
  • Approved. Displays all documents that have been electronically approved (requires one e-signature only).
  • Inactive. Displays all documents that are not active in the system.
  • Published. Displays all documents that are published and have no electronic signature.

To find documents in the review stage using the Drill-Down search:

  1. Click Document Search under My TMS on the Main Menu side panel.
  2. Click the + icon in front of Drill-Down Search to expand its options.
  3. Click the + icon in front of Document Status.
  4. Select the specific status you would like to search.
  5. Click the Do Search button.

NOTE: If you are having problems finding documents, click the Reset Fields button to make sure there are no filter options already set that could affect either the results from a Favorite search or a Drill-Down search.