Find a Document

Explorers contain a number of search functions to help you find mailings, campaigns, segments, contact lists, documents, tracked links, files, templates, snippets, surveys, and questions.

The following procedure describes how to search for a document from the Documents explorer, but the steps are the same for searching for other Outreach and Feedback items.
Tip: You can also search for mailings, campaigns, surveys, and documents from anywhere in the product using Quick Search. See Overview of Quick Search.
  1. Click Find on the ribbon.
    The left side of the content pane displays a Find menu, hiding the folders tree.
  2. Enter field information.

    Documents Explorer Search Menu

    Field Description
    Find Using This drop-down list contains the names of all the columns in the documents list. Each column is associated with one of three data types that are supported in explorer searches.
    • Strings—Search for strings that start with, contain, end with, or match the value you enter in the text box.

    • Dates—Search for dates before, on, or after today’s date. You can also click the calendar in the search text box to display the current month calendar and select another day, or click the arrows at the top of the calendar to change months.

    • Integers—Search for values that are less than, equal to, or greater than a number. You can also click the up and down arrows in the search text box to increase or decrease the search value.

    Note: The data type of the column you select determines the available search criteria. For example, if you select Created (a date data type), you can search for dates before, on, or after a selected date.
    Search text box

    Type your search text in this field.

    Case Sensitive

    When searching a string column, select this check box to match the case.

    Show Advanced Options

    Click this text or the down arrow to display the following advanced search options.

    Search globally, replace results

    Select this option to remove the results from the previous search and replace with results from this search. This method is selected by default.

    Search within results, replace results

    Select this option to search only the current results and keep only those that match this search.

    Search globally, append to results

    Select this option to keep results from the previous search and add results from this search.

    Return Non-matching Items

    Select this check box to return all documents that do not match your search criteria.

  3. Click Find.
    The search results replace the document list in the explorer.
  4. To clear the value from the search text box, click Clear.
  5. To replace the search results with the original documents list, click Refresh on the ribbon.

    For additional information about explorer search functionality, see the Search On state in Explorer Display States.