How do I find a "not saved time and money document" that says it is not final but there is no document id?

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Peggy Rueda

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Sep 5, 2017, 6:27:05 PM9/5/17
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This is similar to https://groups.google.com/d/msg/spo-software-knowledgebase/t1ntVvo0gIY/zmCX7gQfAAAJ. In this case you're looking specifically for docs with you as the Initiator, and the Document Status=INITIATED.
  1. Click on Doc Search.
  2. Click the [detailed search] button.
  3. Enter (or lookup) the OtterID of the person you want to search for. You can also limit the results by adding more criteria, or leave everything blank to get a longer list of results. I typically leave everything else blank and sort the results if many are returned.
  4. Click the [search] button.
  5. When the page refreshes it will reset at the top of the window. Scroll down for the results located UNDER the search button.



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