Search on Documents

Keyword Searching

To search for documents by keyword:

1. Type word into the keyword search box.     

2. Press Enter on your keyboard or click Search.

All documents that have the keyword "Plan" in this example are shown in the results.

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Adding More Criteria to the Search

1. Click on the + More Criteria.

2. Tick or untick the required criteria.

3. Click Done.

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4. Fill in the criteria required.

5. Click on Search and the results will show.

Search for Documents Requiring Distribution

For predefined reports on Documents Requiring Distribution refer here.

1. Click on the + More Criteria.

2. Tick Distribution Status.

3. Click Done.

4. Choose your operator: Equals, Not Equal or Any of These.

5. Select one of the following: Require Distribution, Never Been Distributed or All Distributed.

6. Click Search.

Supported Columns

The supported Columns are listed below.

Quick Delete

To quickly remove criteria click the "X" icon to the right of each search criteria.

Reset Criteria

To reset all criteria click on the Reset Criteria Button.

Searching in a Specific Folder

By default the Search in is set to All Folders.

You can select Current Folder, Sub Folders or Specific Folder(s) if required.

1. When Specific Folders is selected you will get a list of the folders available to choose from.

2. Tick the folders you want to search in.

3. Click Done.

4. Then click Search.

Go to a Folder Directly from Search Result

1. Click on the File Path: Folder Link. 

Search For All Revision of Documents

1. Tick the Show All Revisions Checkbox.

2. Add any other criteria.

3. Click search.

Search For Retired Documents

1. Tick the Show Retired Checkbox.

2. Add any other criteria.

3. Click search.