Searching Completed Sessions

To open the Search Completed Sessions page, click Processing > Search Completed. The Search Completed Sessions page allows users to search for all documents in the Archive folder that meet the specified criteria in the Search panel. If your imaging system has already moved the documents, they may not be listed on this page depending on the settings configured by the administrator. When the results are displayed, click the Sort By button to change the order in which the search results appear (Date Completed Ascending, Date Completed Descending, Name Ascending, Name Descending). Click a row to display additional information. You can click the Preview icon to view and print the document. In addition, reindex documents as needed by selecting the associated checkboxes and clicking the Reindex button. The search parameters, documents, and functions available to you on this page are set by the administrator. Some of the search parameters, documents, and functions shown may not be applicable to you. If using eSign Lite, this page is not available. Upgrade to eSign to use this feature.

Note: For certain integrations, based on setting configurations, the session status will be “Completed” and not “Archived.” This is applicable to financial institutions that have platform preferences set to specify that all sessions should not to be sent to the imaging system after archiving. These sessions with the status of “Completed” will not be indexed and cannot be reindexed if they were originally indexed. For the “Completed” sessions that were previously indexed, the reindex checkbox will not be available in the search results on the Search Completed Sessions page.

To search for completed sessions, perform the following procedure on the Search Completed Sessions page:

1. Enter the desired search parameters in the Search panel. To search for all of your active sessions, make no changes to the Search panel fields. Refer to Search Hints for more information about using wildcards.
Search Panel Details



	Title Bar	Click the title bar area to expand or minimize the search pane.
	Pin Search Panel	Click the Pin Search Panel icon to display or collapse the Search panel when the results are returned.
	Platform	Include all available platforms in your search using the All Platforms option, or select a single platform from the dropdown menu.
	Date Range	Click the field to display a calendar and adjust the date range as desired.
	Index Fields Region	Enter any additional search criteria in the available fields to narrow the search. The available search fields are controlled by the administrator. Refer to Index Fields Maintenance for details about configuring index fields to appear on the Search panel.
	Users	Click the field to search for documents belonging to one or more specific users. Choose from the dropdown menu. Leave the field blank to search for documents owned by all of the users whose sessions you can access. Click outside the field to close the dropdown menu. This field may not be displayed. The Users field and available options are controlled by the administrator. Refer to Group Maintenance Overview for details about the permissions associated with this search parameter.
	Advanced Search	Click the Advanced Search button to reveal additional search index fields. The available search fields are controlled by the administrator. This button may not be displayed depending on the search fields configured by the administrator. Refer to Index Fields Maintenance for details about configuring index fields to appear on the Search panel.
	Indexing	Select Indexed if you would like to display sessions that have been indexed, select Not Indexed to display sessions that have not been indexed, or select All to display sessions both indexed and not indexed.
	Action Panel	Click Search to display sessions matching the search parameters. Click Clear to reset the search parameters and clear any existing results.

2. Click Search. The Search Completed Sessions page refreshes with the results for the information requested in the Search panel.
Search Result Details



	Select All/ Unselect All	Click Select All to select all unlocked sessions in the results list. This places a check in the Selection Checkbox next to the sessions. Click Unselect All to deselect all selected sessions in the results list. This removes all checks in the Selection Checkbox next to the sessions. This button may not be displayed depending on the permissions set by your administrator.
	Selection Checkbox	Click the Selection Checkbox to select or deselect the session to be transferred or deleted. This checkbox may not be displayed depending on your integration and the permissions set by your administrator.
	Document Information	This section provides the document and index information. Click the row to display additional information if applicable.
	Reindex	Reindex the selected documents. This button may not be displayed depending on the permissions set by your administrator. Refer to Index Field Validations for details.
	Sort By	Click the Sort By button to choose the order in which the search results will appear (Date Modified Ascending, Date Modified Descending, Name Ascending, Name Descending).
	Index Field Validations Icon	If the Index Field Validations Passed icon is displayed, no problems were detected with the index fields. If Index Field Validations Failed icon is displayed, the values in one or more index field did not pass validation. Refer to Index Field Validations for details.
	Document Indexed	This icon indicates the indexing status of the document.
	Preview	Click the Preview icon to view a single document in a PDF popup window. From this window, you can also print the document. Documents cannot be edited in Preview Mode.
	Signature Type	This icon indicates that the session was signed remotely.