Certificate Type | Select from the list to refine the Liability or Property certificate folder. |
(Folder View Options) | All Certificates | Select this option to include all certificates in the folder view. | Certificates added in the last ___ year(s). | Select this option, and then enter the maximum system age (in years) of certificates you want to appear in the folder. | Certificates added in the last ___ day(s). | Select this option, and then enter the maximum system age (in days) of certificates you want to appear in the folder. | Select specific issue dates | Select this option, then enter the range of issue dates ("From" and "To") using the date picker. | Certificate Description Prefix | Select one of these options, and then enter a range of prefixes in alphabetical or numeric order. The prefix is the first few letters or numbers entered in either the certificate Description field or the Holder Name entered on the certificate. | Holder Name Prefix |
|
Display up to XX Holders at a time. | Selected by default. This allows you to set your threshold of how many holders should appear in the tree control for a given Master Certificate. - If the holder count exceeds the threshold value, a view holders link appears as a node in the tree control below the Master Certificate and it's supplemental pages. Opens if the "Always show me the Holder Refine Options when the Holders link is clicked" check box is selected in Holder Refine Options.
- Default value is 25.
- Clear to disable the threshold field, and the Always show me the Holder Refine Options when the Holders link is clicked check box.
|
Always show me the Holder Refine Options when the Holders link is clicked. | This check box allows you to decide if all holders for the specific Certificate Master should be retrieved if the number of holders exceeds the threshold value, or if Holder Refine Options should open when selecting the view holders link below the Certificate Master in the tree control. Disabled if the Display up to XX Holders at a time check box is cleared. |