Find recurring documents in a list

The Recurring Documents List contains the recurring documents that you have created for later use. For more information, see Create a recurring document.

  1. On the Company, Customers, Vendors, Employees, or Banking home page, in the Navigation Pane, under Find, click Recurring Documents.

  2. Do one or more of the following:

    • Open a recurring document.

      1. Select one or more (up to 10) recurring documents in the list.


      Do this

      Select one document

      Click the document name.

      Select multiple documents in the list

      Hold down the CTRL key and select individual documents, or hold down the SHIFT key and select a range of documents.

      Select all the documents in the list

      On the Edit menu, click Select All.

      Cancel a selection

      Hold down the CTRL key and click the document.

      1. On the File menu, click Open Selected Items.

    • Find a recurring document by keyword.

      1. On the toolbar, click Find.

      2. In the Look for field, type a keyword.

      3. Click the arrow next to Search under, and then select a column title.

      4. Click Find.

      5. To return to the full list, click Clear.

    • Print the Recurring Documents List.

      1. On the File menu, click Print Button image .

      2. In the Print dialog box, click OK.

For more information about how to print a list, modify its layout, or export the data to Microsoft Office Excel, see Working with lists.

Related topics

Manage recurring documents

Save as Recurring Document dialog box: options and information

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