Search Documents

66 views April 17, 2017 jpajaro 0

Search documents

Documents are files with any format (text files such as DOC, RTF, TXT; image files such as JPG, PNG; others including PDF, MP3, etc.) that can be attached to nearly any form within the program.

search document

Search Documents screen

The Search Documents window allows searching through documents and filters based on the following criteria:

  • Workspace – Specify a workspace to search in.
  • Category – Specify a document category.
  • Type – Specify document type.
  • Text – Enter text to search for.
  • Search – Select a search type from the list of available search methods.
  • Include archived documents – Search for information in the archived documents as well.

After specifying the search conditions, click the Find button to start the search. The grid is then updated with the search results.

To clear the previous search results and the previously-specified search criteria, click the Clear button. You can also save your view.