Where did the document that I added to Softdocs etrieve go?

Audience

• Staff

• Faculty

What You Need Before You Start

• Active NinerNet credentials

• Access to Softdocs etrieve

How to Locate Your Document

When you upload, scan, or webscan a document into Softdocs etrieve, the Area, Document Type, and Lookup selections you make will help you locate it using available search options.

If you do not enter a Lookup value when one was required, your document will be stored in Unfiled.

Steps to Retrieve an Unfiled Document

1. Check if the document appears in your standard search results in Softdocs etrieve.

2. If the document is missing due to a missing Lookup value, submit a ticket to the Service Desk.

3. Request that the Lookup value be updated so you can access the document using standard search options.

Important Notes or Exceptions

• Documents stored in Unfiled cannot be accessed directly without updating the required Lookup value via the Service Desk.

Related Articles

• How do I search for documents in Softdocs etrieve?

• How do I upload a document in Softdocs etrieve?

• How do I scan a document into Softdocs etrieve?

• How do I use Webscan in Softdocs etrieve?

Contact Information

If you need help locating a document or updating a Lookup value, please submit a ticket to the Service Desk.