Page tree


 

 

Use the Search field at the top of the Paragraphs window to search and locate a specific paragraph or report.

To search for a paragraph
  1. Access the practice or client’s paragraphs. See Accessing practice paragraphs or Accessing client paragraphs.
  2. Enter the search criteria for a paragraph in the Search field. All or part of the paragraph name can be searched. As text is entered, the Paragraphs list filters dynamically to show paragraphs that match the search criteria. The list shows the paragraphs and the reports in which the paragraphs are used.
To search for a report
  1. Access the practice or client’s paragraphs. See Accessing practice paragraphs or Accessing client paragraphs.
  2. Enter the search criteria for a report in the Search field. All or part of the report name can be searched. As text is entered, the Paragraphs list filters dynamically to show reports which match the search criteria. Also listed are those reports which share common paragraphs with the nominated report. This feature can be used to see the effects of editing a common paragraph. Editing a shared paragraph in one report will also affect the same paragraph in other reports.
To clear the search

Click . The search criteria clears.