Searching a file using web client in EngageOne Vault

  1. Launch the web browser. Go to the vault web interface
  2. Choose to search by desired indexes that are configured. The account number is the default index.Screenshot of Vault Search by Account Screen
  3. Click on the search button
  4. The results will be displayed in the browser.

If more than one result is returned, 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.
UPDATED:  January 6, 2020