The Simple Search tool is extremely helpful for performing a quick search on the XML that was uploaded into the system. You can type in a simple term or you can use quotation marks to search on phrases. The search will return all products whose Trace Document meets the search criteria. For instance you can search:

Frozen Crab

to search for all products whose Trace Document contains the term Frozen Crab anywhere in the XML.

You can also do basic conditional statements using OR and AND to filter even further. For instance you can search:

"Frozen" AND "Crab"

And this will pull back any products whose Trace Document XML contains the term Frozen and the term Crab. You can search things a bit more complex as well. For instance, you can search:

"Frozen Crab" OR "Frozen AND Crab AND Fresh"

to search for any products in a Trace Document that contains the term Frozen Crab or contains Frozen, Crab, and Fresh in the Trace Document.

By default, all attachments on source-products will no longer be forwarded with Trace Documents. To make sure that an attachment on a source-product will be forwarded you need to create an Attachment Source-Product Rule. These rules allow attachments on source-products to be sent on with Trace Documents to your buyers using an attachment type and filename rule.

In order to make a rule, simply click the Add Rule button and a new record will be created in the grid. Next you need to select an Attachment Type by clicking the cell and choosing a type from the drop-down.

Next you need to enter the Rule. This is a string that uses wildcards (*) in order to specify which file names can pass. By default the rule is * which means that any filename and file format can pass. You can also combine the wildcards (*) to create more complex rules such as:

PO*Master-BOL.pdf

This rule says that if the file name begins with PO and ends with Master-BOL and the file format is pdf then the attachment passes the rule and is included.