Use database lookups
Your solution integrator can configure a validation form to include a database lookup button. When available, use of this button can assist with document validation.
The name of your database lookup button may differ from one of the following instructions. Please contact your solution integrator if you have any questions.
Depending on how your solution integrator has configured the database lookup, either the search happens immediately and populates fields with results, or a search result window is displayed to insert a search criteria.
To run a database lookup perform the following steps.
-
Click the Database Lookup
button.
The search results window is displayed for one of the following types:
-
Type the search criteria and press Enter to perform the search.
The search results are listed.
- Select the search result you want to overtake into your fields and press Enter.