Dashboard Search
The Dashboard search feature can be utilized in multiple ways.
To
search
for a specific Security Filing, enter
a Reference Number into the search box.
To
search
for a specific Security Filing and the full identifier is unknown/unavailable, enter
“%%” into the search field with the known/available part of the identifier between the two %s.
The following filters can be applied to a search:
Filters | Description |
|---|---|
Ignore Templates | Prefilled templates will not be returned in the search. Templates may be searched by entering either the reference number or name assigned to the template. |
Ignore References | Filings imported as reference data will not be returned in the search. |
Ignore Deleted Filings | Filings deleted by the user will not be returned in the search. |
Once the search criteria have all been set,
click
“Go...” to generate the search.
Once “Go...” is clicked, a grid containing all search matches will appear below the search bar. Searches returning more than ten (10) results will be provided on multiple pages.
To
browse
between pages, use
the arrows at the bottom of the result listing. Instructions on how to add additional identifying information to a specific filing for use in this search field are presented later in this User Guide.
To
view
details on a specific filing, choose
a filing from the grid below and click “Edit” on the far left. Clicking
“Edit” will open the “Edit Security Filing” screen, which contains more detailed information about the Security Filing.
If the user has access to multiple partners, Security Filings across all partners will be visible on the Dashboard as well as in search results.
Recent Searches
If clicked, the “
Recent Searches
” link will display a list of recently completed searches. “Recent Searches” stores all search activity from the past 30 days, allowing the user to review any listed search that was performed as well as clear recent searches.
Related Content
-
Importer Security Filing (ISF)
Format:
Article