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Use search, filter, and sort
- Enter keywords in the search field under a column header to search for clients, forms and publications.
- All entries in the search field reduce the list as you enter the criteria. For example, entering "1040 Individual" in the search field, will show results that match that exact text in the description. Forms that contain abbreviations such as "1040 Indiv. Return" in the description will not be matched.
- Search is not case sensitive. It does not differentiate between entries of ext, Ext, or EXT.
- Spaces after words are recognized as characters. Use as few characters as possible.
- Wild card markers such as asterisks(*), question marks(?) and hyphens(-) are recognized as actual characters. For example, searching for "ex*" will return an empty list.
- Select filters from the drop-down menu under each column header to filter your search further for items related to specific criteria. You can also filter by any column in a table.
- To group your display selection according to the contents in a specific column, drag and drop a column header to the area above the table on the My Forms screen.
- Select a column header to sort the table's display order from ascending (default) to descending.
- To clear filters from all the columns, select
or select Restore List Defaults.
This article applies to:
- Product: e-Form RS
- Subject: Search
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