Difference in the visibility of clients

Users may find different clients in the Search Documents screen, Add Documents screen, and Manage Lookup List Preview.
Search Documents screen
When you select
Search Documents
Classic Search
Lookup list Lookup List
, you'll find clients that are:
  • Active (having documents)
  • Inactive (deleted but with documents still attached)
Add Documents screen
When you select
Add Documents
Lookup list Lookup List
, you'll find clients that are:
  • New (active but no documents attached)
  • Active (having documents)
Manage Lookup List Preview
When you select
Administration
Manage Fileroom
Lists tab
Manage Lookup Lists
Preview
, you'll find clients that are:
  • New (active but no documents attached)
  • Active (having documents)
  • Inactive (deleted but with documents still attached)

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