There are two ways to find items in project or shell Documents or Company Documents:
- Search by Properties: This searches on specific properties (metadata) of the document, empty document, folder, or shortcut being searched for. The default search options are name, owner, title, revision number (documents), and upload by (user who uploaded the item).
Note: This search option can be customized through uDesigner. If a designer has imported Document Managers attribute forms, the search criteria can also be customized. This means that the fields on which you can search may differ from the above list.
- Search by Content: This allows you to search for a document by specific content, or keywords, within the document. This option works on most file types other than drawing files. You can search by single word or exact phrase in quotes (for example, "training document").
The supported file types for content search are listed below:
doc, pdf, txt, xls, htm, rtf, html, csv, xml, xsd, java, c, cpp, vm, bat, bak, css, log, sql, ncs, sh, properties, vpp, wtx, xhtml, xslt, ppt, mpp, vsd
The Find function works on the latest revisions of documents only. It does not search on older revisions.
Note: The search bar is not case-sensitive. Accented characters and wild card searches are not supported.
To search for documents, folders, or shortcuts by properties (Classic View)
- In the folder view, select the folder in which to perform the search. The search will be performed on the selected folder and its subfolders. To search all folders, select the project or shell Documents node.
- Click the Find button and choose Search By Properties, or click the View menu and choose Find > Search By Properties. The upper portion of the log expands to display the Find fields.
- Enter search criteria in one or more of the Find fields, for example, the full or partial name of a file. You can use the wildcard % when searching for names.
- Click the Search button. The log will display the search results.
- To search the contents of another folder, select it in the folder view. The search results will automatically display the search results of the new selected folder.
- To close the Search fields, click the X in the upper right corner.
To search for documents by content (Classic View)
- Select the folder in which to perform the search. The search will be performed on the selected folder and its subfolders. To search all folders, select the project or shell Documents or Company Documents node.
- Click the Find button and choose Search By Content, or click the View menu and choose Find > Search By Content.
- Enter one or more keywords to search for within the documents.
- Click the Search button. The log will display the search results on the folder selected and its subfolders in the folder tree.
- To search the contents of another folder, select it in the folder tree. The search will automatically run again when you select any other folder in the folder tree.
- To close the Search fields, click the X in the upper right corner.
Note: Modifications to files, folders, or documents (such as uploading, renaming, moving, etc.) may not be reflected in the search results immediately as the index file associated with the content search is updated.
Tip: For best results, use only alpha-numeric characters in your search criteria. If you are not receiving the search results you are expecting, try placing your criteria in quotes.