Searching the documents log

 

The Document Manager lists published and unpublished documents in separate logs, but the Find window works the same in both logs. In these logs, you can search for both folders and documents.

Note: The Find feature searches only the latest versions of documents. It does not search older versions.

In the Document Manager, the Find feature offers you two search options:

By Properties. With this option, you can search the metadata of the folder or document, which can include properties such as the name, owner, title, or creation date.
By Content. With this option, you can search folders and documents for specific content. You can search by single words or phrases.

Note: The content option is not available for drawing files.

To search the Document Manager

1 Select the folder you want to search.

Primavera Unifier will search the folder you select, as well as its subfolders.

2 Click the Find button and choose:
Search by Properties to search by metadata
Search by Content to search for specific content

Primavera Unifier displays the Find window above the log.

3 Enter the search criteria you want to use.

If you are searching for a name, you can use the wildcard %.

 

The Search by Properties Option and Dates

If you are using dates to search for documents, you have the option of entering only one date. If you enter only the first date, Primavera Unifier will show all the documents from that date onward. If you enter only the second date, Primavera Unifier will show all the documents from that date and prior to that date.

 

4 Click the Search button (or press Enter).

Primavera Unifier will display any matches it finds on the Documents log.

Tip: For best results, use only alpha-numeric characters in your search criteria. If you are not receiving the search results you expect, try placing your criteria in quotes.

 

 

 

 


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