Review search results in Data Mining
- Run the search.
- Choose how to review the results:
- Results by Search Criteria: Shows each criterion (numbered and described), the number of clients who passed and failed each criterion, and total passes and fails.
- Results by Client: Shows search results for each client in the database (numbered, and sorted by client ID and client name) and whether the client passed the search. Numbered columns are criterion numbers that match those in theSearch Criteriatab and show whether the client passed it. Point toYorNin these columns to view the criterion.
- Work with the results:
- UsePrintto print or email the selected letters or custom reports or assemble eSignature documents for your clients.
- To print mailing labels, selectCancel, thenTools, andMailing Labels.
- To assemble eSignature documents, mark theWeb / eSignature: Thomson Reuters data centercheckbox in thePrintwindow, then select theAssemble/Print.
- To send client letters by email, mark theEmail client letters as PDF attachments, if email address is availablecheckbox in thePrintwindow. Enter theSubject of email, select the letter, thenEmail/Print.
- To send client letters and reports to FileCabinet CS, mark theFileCabinet CScheckbox in thePrintwindow, select the letter or report, thenPrintorTo Cabinet.
