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Document Search Filters and Options How To's

How to's for the Document Search Filters and Options guide.

Viewing Previous Search History​

Steps:

  1. Open the Document Management module.
  2. Click on the Search History tab.
  3. View a list of previously performed searches.
  4. Click on a past search to reuse the filters and criteria.

Searching for a Document Using Full-Text Search​

Steps:

  1. Open the Advanced Search panel.
  2. Select Full-Text Search as the Search Source Type.
  3. Enter a keyword found inside the document (not just in the title or metadata).
  4. Click Search to find documents containing the keyword.

Steps:

  1. Open the Document Management module.
  2. Locate the search bar at the top of the screen.
  3. Enter a keyword related to the document title or content.
  4. The system will display matching documents in the results list.

Steps:

  1. Open the Document Management module.
  2. Click on Advanced Search.
  3. Select a Search Source Type (Document Information, Profile Form, or Full-Text Search).
  4. Apply filters such as document type, creator, location, or modification date.
  5. Click Search to view refined results.

Filtering Search Results​

Steps:

  1. Perform a Basic or Advanced Search.
  2. In the results list', 'click the Filter button.
  3. Choose filter options like document type', 'modification date', 'or creator.
  4. Click Apply to update the results.