Search Documents - Basic

"Document Manager" users may search for documents and drawings using the Basic Search Filter available within each folder:

 

 

 

1.  Click on Folder Name to view contents

 

 

2.  Enter required search criteria.  I.e. Doc Ref,  Document Title, Document Content or select the criteria from the following:

      

 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.

 

 Publishing Org: displays distinct organisation names whose user(s) have published the documents in all the folder/subfolders for the documents to which the logged-in user has access to. (irrespective of being Active Organization on the Workspace).Values will be listed alphanumerically in ascending order.

 

 Issue: displays fixed List values of "Latest", "All Issues", "Superseded"

 

3. Click on Search to find related documents.

 

4. 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 Advanced Search to view advanced filter options.

 

 

FAQ's

Q: I am not able to select any value other than my own Organisation for certain Search criteria options:

 

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

Search Documents - Advanced