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How to search for a file in Vault using web client

UPDATED: August 30, 2017


How to I search for a document in Vault via the web?

1) Launch the web browser. Go to the vault web interface
2) Choose to search by whatever indexes are configured.  Account number is usually always available.

Screenshot of Vault Search by Account Screen

3) click the search button
4) the results will be displayed in the browser below.  If more than one result is returned, you can click on each one to drill into the specific document.  If only one result is available, the system can be configured to display that result as a link to be clicked on, or to display the result directly.

Environment Details

5.3, 5.4, 5.5, 6.0, 6.1

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