Professional Licenses Terms and Connectors Search Method
You can use the terms and connectors method to perform a Professional Licenses search.
Procedure
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If it is not already selected, then select Terms & Connectors Search.
For information about using terms and connectors in a search form, see Terms and Connectors.
- Enter the SSN (Social Security number) with or without dashes or spaces (for example, 123456789, 123-45-6789, or 123 45 6789).
- Enter the full name.
- Enter the name of the company.
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Enter the street address with or without numbers.
You can also include any other details (for example, Ave, St, Ct, or Blvd).
- In the Add Segments list, select a category for words that must be included in the document, and click Add.
- Click within the parentheses, then enter one or more words associated with the term. For example, if you select Company Name, you might type Large Company in the parentheses.
- Continue to add segments to narrow your search.
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To associate your search with a customer or a topic, provide a label (for
example, the customer's name or a topic name) in the Reference
ID field.
The History function lets you view the searches that are associated with a reference ID.
Your organization may require a reference ID in a particular format. Additionally, the contents of this field may be automatically completed or the field may have restrictions that are configured by your administrator. - Click Search.