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- Unpublished Documents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.
- Click to expand the Document Manager grouping node in the project (User mode).
- Click Documents functional sub-node to display the Documents log.
- 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.
- Click to expand the Document Manager grouping node in the project (User mode).
- Click Documents functional sub-node to display the Documents log.
- From the toolbar menu, click Find on Page to open a new row in the table (log columns) within the Documents log.
- Enter values in the fields to narrow your search in the records displayed within the log.
Last Published Friday, June 21, 2024