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Tebra Help Center

Find Document

arrow_orange.jpgTo find a document

  1. Click Documents > Find Documents.
  2. In the Look For search bar, enter all or part of a keyword of the document. You can choose to filter by New, Processed or Error and search by Document ID, Name, Label or File Type.
  3. Click Find Now.
  4. Once you find the document, double-click to open it.
  • If the document is a digital file (e.g., Word or Excel), the associated software application will open so you can view the document.
  • If the document is a previously scanned or faxed document, it will open in the document viewer.

Note: To learn more about the document viewer, see section Document Viewer

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