Searching Content (Standard View)

When a search is initiated by typing text in the search box, the system displays suggested areas to search in. Some of these suggested areas are system-defined (such as: Content or Linked Records) and others can be defined by the user in the Document Manager attribute form Log, in uDesigner. The user can configure to search on any attribute of a document including text, drop-down, numeric, or date type attributes.

Note: The default elements and fields (log layout, view, search, etc.) that are defined in the Standard Log, in uDesigner, determine the Standard user interface elements and fields of all logs.

After selecting the areas you want to search in, Unifier displays a filtered list based on your search criteria. In addition, you can also use the quick filters to further refine your search criteria.

From within the search result screen, you can choose to open, download, create a business process record, or go to the folder by selecting the options under the gear menu. The following menu and toolbar options are displayed on the Search pages.

Menu and Toolbar Options

Description

Create

Allows you to create a business process. Select a business process and workflow, and click Create.

Download

To download a file.

Tile View

List View

To view the search results in Tile view or List view.

Find on Page

Allows you to find a file on the page.

Select one of the following options: Open, Open In AutoVue, Download, Create> Business Process, and Go to Folder.

To search the document log:

  1. Click the Search icon.
  2. Enter one or more keywords.
  3. Select the areas you want to search in, for example Content, Linked Records, etc.
  4. Click Search. The search results are displayed.
  5. From the quick filters displayed on the left pane, select filters to further narrow your search.
  6. To change the area you want to search in, or to include multiple search areas, click Change.
  7. Click the Add icon to add additional search areas. Use the Trash icon to remove search areas.
  8. Select if you want the search results to display only if it matches all or any of the search criteria by selecting the Match All or Match Any buttons.
  9. Click the Search button. The search results are displayed.

Note: The search bar is not case-sensitive. Accented characters and wild card searches are not supported.

See Also

Working with Document Manager in Company and Project or Shell (Standard View)

Working with Views (Standard View)

Using the DM Log Tile View (Standard View)

Finding on Page (Standard View)

Sorting Columns (Standard View)



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Last Published Monday, April 11, 2022