Search Documents

"Document Manager" provides Team members the facility to search for required documents based on  specific criteria.

 

Basic Search and Advanced Search facility is available at the Document Listing & Comments Register.

 

 Search is not case sensitive.

 Search will be limited to only those documents in folders that you have access to. If search does not match your criteria, you will be displayed zero as a result.

 If you do not have access on the parent folder but have on the child folder, you will not be displayed documents available in the child folder.

 

You may set a personal Preference which means the search criteria you select will continue to be used even if you amend the type of report you view.  For example, two common reports are Document Listing and Comment Register (drop down menus) - swapping between these drop down menus will present search results using the same search criteria.

 

Search dropdown values will be populated once you return to the Workspace Home Page.

 

 

FAQ's:

 

Q: The search critieria's are always retained while swapping between Documents,  Comments

A: The search critieria's will always be retained while swapping between Documents,  Comments. You need to reset data and modify the criteria values.

 

Q: I want to retain the search criteria while swapping folders.

A: You need to set your preference to retain the search criteria while swapping folders.

 

 

Useful Links:

Search Documents (Document Manager) - Basic

Search Documents (Document Manager) - Advanced

User Preference Page

About Content Search