Search Overview

What can you do

The Search module is used to locate, view, and access content within the system. It allows users to define search criteria, filter results, and navigate to specific documents or records. Once a search is performed, results are displayed in a grid format with key details for easy review. From there, users can open, manage, or take action on selected content directly from the results. The screen is divided into 3 sections -

1. Search Options
2. Search Toolbar
3. Search Results

Search Options

This section provides the different options that you can use to search. It also provides some advanced options to create search templates and saving frequently searched criteria and content.

To learn more, go to search options

Search Toolbar

The Search toolbar is located at the top of the Search screen, above the search panel and results grid. It offers a range of options for managing documents and content efficiently.

Name	Icon	Description
Search		Opens / Closes the Search Options
Open		Search for content Select the results you want to open Click on Open or double click to open
Star		You may use the Star functionality to identify your “favorite” documents for future reference You can either click the Star icon in the content row or You may select one or more documents from the results grid and click the Star button in the toolbar Follow the same steps to unstar
Flag		Used to flag the content. To learn more click here
Lock / Unlock		Used to lock/unlock the content. To learn more click here
Delete		Select one or multiple documents, select Delete from the toolbar. On the Delete confirmation pop-up, click Delete
Merge		Used to merge documents. To learn more, click here
Email		On-click, opens the pop-up to send the content via email. To learn more, click here
Download		Used to download the document. To learn more click here
Duplicate		Used to duplicate the document. To learn more click here
Export		Search for content Click Ellipses --> Export Select TXT or CSV to download the results
Force Check-In		Used to force check-in content. To learn more, click here
Workflow		Used to add content to workflow. To learn more, click here

Search Results Grid

Documents matching the search criteria will be displayed in a grid in the Search Results panel in order based on relevance to the search criteria.

To learn more, go to Search Results