Search only in titles

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Searching in Document Manager Sub-Nodes

You can access the Document Manager grouping node from:

• Project (User mode)
• Company Workspace (User mode)

In both the Company Workspace and the project (User mode), the Document Manager grouping node contains the following functional sub-nodes:

• Documents
• Recycle Bin
• Unpublished Documents

The following applies to the search and find features in both project and Company Workspace Document Manager functional sub-nodes.

Search

The Search window enables you to search for document properties or contents.

1. Click to expand the Document Manager grouping node in the project (User mode).
2. Click Documents functional sub-node to display the Documents log.
3. From the toolbar menu, click Search (  ) to open the search window. The Search window enables you to search for document properties or contents. Some of the options are:
   • Content
   • Linked Records
   • Name
   • Title
   • Description

Find on Page

Use Find on Page to narrow your search in the records displayed within the log.

1. Click to expand the Document Manager grouping node in the project (User mode).
2. Click Documents functional sub-node to display the Documents log.
3. From the toolbar menu, click Find on Page to open a new row in the table (log columns) within the Documents log.
4. Enter values in the fields to narrow your search in the records displayed within the log.

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Last Published Wednesday, December 20, 2023