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Searching for Documents using the Microsoft Office Add-in for EQMS


How do I find the document I’m looking for?

When using the Microsoft Office Add-Ins for EQMS to open or check out a document from EQMS, you will be presented with the search tool.

If you select the ‘Show Recent Documents’ radio button you will be presented with a list of all the documents you have recently opened.


To search the EQMS document store, check the ‘Search for ‘Documents’ radio button.


You can search by ‘Title’ or ‘ID’ by typing into their respective boxes and clicking ‘Search for Matching Documents’.

A list will be displayed below.  Results will comprise all those documents that you have authority to view.

Click the title of the document you want and click ‘Open’ or ‘Check Out’.

Watch Step-by Step Video

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