Search For Documents page:

The Search for Documents page is reached by clicking on the Documents Browse Button  located in the Content Management menu column of the Main Administration Menu (Ctrl-Atl-m).

 

 

• Include deactivated records in search results: when unchecked, only active records are included.  Check to include reactivated records.
• Document Category - used to search for documents by categories.  The  option is used to lookup categories using the Document Categories Selection page. 
• Categories Manage – link to Categories Management to add, edit and delete Document Categories.
• Document ID – used to search for documents by their Document ID.
• Title – used to search for documents by title.
• Keywords – used to search on document keywords.  These are the keywords entered in the Document Management page.

File Type - used to filter documents by file extensions such as .txt, .doc, .doc, .jpeg, .mpeg, .html, etc.

• Include - used to search for pending or archived versions of documents, published versions or all documents.

• Approval Status – used to filter documents based on their Approval Status.

• Modified By ID – Click on the Lookup Icon  to search for a specific contact record and filter for documents modified by that user.
• Created Date Range – when a new Document is added, PORTALPRODIGY stores the date maintained by the PORTALPRODIGY web-server system clock with the Document record.  Entering a date in the first text box only, will retrieve all Documents with Created Date greater than or equal to the entered date.  Entering a range is inclusive of entered date values.
• Modified Date Range – used to search by date last modified range.  Works the same as Created Date Range.
• Topics – used to search for documents by document topic.  Defaults to All Topics.
• Items Per Page – used to control how many documents are listed at a time in the matching documents.  Defaults to 10.  If the number of matching documents is greater than the specified Items Per Page, navigation options are displayed to scroll through them.  This feature minimizes network traffic.
• Quick Search on Document Title – click on a letter to list all documents that have a Document Title beginning with that letter.

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