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Repsource > Support Centre

 How do I find information on Repsource?

Use the Global Search to search the Entire Site or to search for Forms or Marketing Materials.

 How do I search the Entire Site?

At the top of the screen you will see the following area:

Enter the words that describe what you are searching for.
Press  or press enter.

The search will return a list of all items that meet your search criteria.

You can view the item from this list by clicking on its title to open it.

Use the scroll (or pagination) feature at the bottom of the page if there are multiple pages of search results.

 How do I search for Forms or Marketing Materials?

At the top of the screen you will see the following area:

Enter the words that describe what you are searching for and/or
use the drop down arrow beside Entire Site and select Forms/ Marketing

 

To search for Forms and Marketing Materials, press  or enter.

The search will return a list of all items that meet your search criteria along with the search filter screen where you will be able to refine your search results by selecting the various filters which include:  keyword, document type, product category, and/or product.

If you choose to refine your criteria and press Search, a list of forms and/or marketing materials will appear that meet the refined search criteria.

You can view the form or marketing material from this list by clicking on its title to open it.

If nothing appears when you click Search, check the following:

  • Did you spell the key word correctly?  The search filter requires exact spelling.  If you aren’t sure of the spelling, use an * as a wild card.
  • Did you select the correct document type?  If you are looking for a form and you select marketing materials, your search may not provide results.
  • Have you selected the correct product category / product?

Once you have located a Form or Marketing Material, you can save it to your home page by clicking the Add button found under Add to Home page.

You will get a pop-up confirmation message advising that the form or marketing material has been added to your Home page. Click OK to continue.

The item will now appear under the Forms or Marketing Materials tab in the appropriate default folder (My Forms or My Marketing Materials).

 

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