There are two ways to find an Unpublished Document:
- Search by Properties: You can search by document title, file name, or record number (the linked BP record).
Note: This search option can be customized through uDesigner. If a designer has imported Document Manager 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 ("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
To search for documents by properties
- In Unpublished Documents, click the Find button and choose Search By Properties (or click the View menu and choose Find 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.
- Click the Search button. The log will display the search results.
- To close the Search fields, click the X in the upper right corner.
To search for documents by content
- In Unpublished Documents, click the Find button and choose Search By Content (or click the View menu and choose Find 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.
- To close the Search fields, click the X in the upper right corner.
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.