Finding documents in the system

You can find documents in the RICOH ProcessDirector system using the search functions on the Documents portlet on the Main page. You need to find documents before you can work with them.
Note: A step based on the WriteDocumentsToDatabase step template must have run in your workflow before documents appear in the Documents portlet.

In this section:

  1. Finding documents by properties
    You can search for documents in the Documents portlet using property values. This method is useful if you know the values of one or more RICOH ProcessDirector job or document properties.
  2. Finding documents by scanning barcodes
    You can search for documents in the Documents portlet using barcodes. This method is useful if the document has been printed and a barcode on the document contains properties that identify the document.
Parent topic: Working with documents