Unity Client - Custom Query

  1. Open Unity Client and Login.
  2. Use portal credentials to log in.
  3. In the group Document, select Custom Queries.
  4. Click a custom query, such as Student ID Search
  5. Notice that most custom queries have a way to filter a search further by specifying a date range.
  6. Type in the Student ID and click Search at the bottom of the client. This will bring a list of all documents from all departments associated with this Student ID that you have permissions to view. *Keep in mind there could be more documents associated with this Student ID, outside your permissions.
  7. (Optional) If there is a custom query that a user uses often, by right clicking the custom query, there is an option to add to your person page as a tile shortcut.


Article ID: 58651
Tue 7/31/18 12:03 PM
Wed 7/15/20 10:28 AM