Document Forms Search for DMIS

The user locates the desired document. Authorized workers should use this procedure to search for forms in DMIS.

 

Process Steps:

  1. From the Left Navigation, click DMIS  then select Document Forms Search.
  2. Choose an Entity.
  3. Enter the appropriate Client #, Case / Tracking #, or Vendor # based on the Entity selected in Step 1 or search using the magnifying glass.

 

Searching by Review Number will only show matching QA Review documents.

 

  1. Enter additional search parameters as desired.
  2. Click Search.

 

Default search results show documents created within the last 60 days

 

  1. Click the pencil icon to access the View Document Detail page, where you can re-index the document (if necessary).

 

Outbound correspondence cannot be modified and will not have a pencil icon

 

  1. Click the Document Type / Form Name hyperlink to view a copy of the form.

 

Results of the Procedure:

The user locates the desired form.

Updated 08/03/2015