Searching in Document Manager Sub-Nodes

You can access the Document Manager grouping node from:

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

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. Go to the shell tab and switch to User mode.
  2. In the left Navigator, select Document Manager, and then select Documents to display the Documents log.
  3. From the toolbar, 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. Go to the shell tab and switch to User mode.
  2. In the left Navigator, select Document Manager, and then select Documents to display the Documents log.
  3. From the toolbar, 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.


Last Published Friday, April 11, 2025