"Document Manager" members can search for documents and drawings using the Advanced Search Filter available within each folder. See below, a variety of fields which may be used to complete your search:
1. Click on Folder Name to view contents
2. Click on Go To Advanced Search above the basic search filter
3. Enter required search criteria. I.e. Filename, Doc Ref, Document Title, Document Content or select the criteria from the following:
Publisher:
Organisations and their users whether Active or Inactive will be listed
alphanumerically in ascending order.
Document Status:
displays distinct status values assigned to document versions published in
all the folder/sub-folders for the documents to which the logged-in user
has access to.(irrespective of being Active on the Space in the current
instance). Values will be listed alphanumerically
in ascending order.
Purpose of Issue:
displays the Purpose of Issue for each document published that the
user has access to.
Attributes: displays
a list of attributes assigned to each documents published. These
attributes are Workspace specific and should be chosen when publishing
information onto Workspace in accordance to Workspace protocols.
Comment Creator:
displays names of all users (active
and inactive) on the Workspace. Organisations within the Active or
Inactive category will be listed alphanumerically in ascending order.
Users within an Org will be listed alphanumerically in ascending
order.
Doc Type:
displays fixed List values of "All", "Documents Only",
"Paper Docs Only", "Emails Only", "IFC Models
Only", "External Access Only"
Issue:
displays
fixed List values
of "Latest", "All Issues", "Superseded"
Note: All the other criteria are disabled and are only available in the "Workflow" and "Tender Workspace" Workspaces.
4. Click on Search to find related documents.
5. The search can be carried out across all the parent and subfolders of the workspace.
The default search from "All Workspace Documents"
folder includes all the parent and subfolders of the workspace. The default
Search preference can be changed by users having appropriate permissions
from Edit Workspace page.
OR / In addition
5. Click on Go To Basic Search to view basic filter options
FAQ's:
Q: I want to search on other criteria but they are disabled in the Advanced Search.
A: This feature is not available in the Workspace functionality. You need to upgrade your Workspace to Workflow.
Q: I am not able to select any value other than my Own Organisation from the following search criteria options: Publisher , Action assigned by , Recipient , Comment Creator , Comment Recipient
A: Only the users with “Can Access Audit Information” Workspace privilege will be able to select other options from these search criteria.
Useful Links:
Search Documents (Document Manager) - Basic