Searching for Documents
Like most of the other modules, there are multiple search areas at the top of the Documents register.
Tags:
(If you don't see anything here, then there aren't any tags created yet)
If you select or unselect a tag, the search will update automatically. More tags will narrow the results.
Fields:
When you select a value from the dropdown menus, the search will update automatically.
For 'Text Search', you need to hit enter or tab to execute the search.
- State: Select a workflow state
- Text Search: keywords
- Type: The Type of documents to look in
- Editor: Who is assigned as editor
- Approver:Who is assigned to approve and release the document
- Due date: Find documents by when they are due for review
- Created at: When the document was created
Quick searches:
Clicking on the tabs will update the search automatically.
Click "SHOW ALL" to reset all the search parameters.
- MINE: documents assigned to me
- FOLLOWING: documents I'm following
- SOON: documents due soon
- LATE: documents that are past their due date
- NEW: documents created in the last 7 days
- A, B, C: these are saved searches, or "collections" - create them with 'bulk actions' at the bottom of the register.
You can use all three areas in you search to find the document you need:
The search results will be displayed in the register below, along with a count of how many matches
e.g., "3 found of 533 total"