Skip to main content
Table of Contents

Searching for Content

Search for content

Help Guide
Updated by Help Guide

What can you do

Search for content in a catalog using the metadata search fields associated to the content.

You will need Search permission for a catalog to perform this operation.

Searching for Content

  1. Go to Search
  2. Select Catalog to search
  3. Enter data into one or more of the search fields.
  4. Click Search
Locate the document(s) in the search results grid.  Documents with more than one data set will be shown as a grouping of data sets that can be expanded or collapsed.  Each data set is numbered in the Set # column.

You may use Simple Search to search a catalog’s indexing fields and document notes by keyword.

  1. Go to Search
  2. Click on the Switch to Simple Search link under the Catalog field
  3. Enter search criteria in the keyword field
  4. Click Search

Recent Searches

Displays the most recent searches that were done by the users. To display recent searches,

  1. Go to Search
  2. Click on Ellipsis --> Recent Searches
  3. Recent Searches will be listed. You can click on a search to run it again

Click on Search to go back to search fields to run a new search

Saved Searches

Provides a view of your starred documents, also known as your favorites.

  1. Go to Search
  2. Click on Ellipses --> Saved Searches
  3. Click on the search name you want to run again
    Click on Search to go back to search fields to run a new search
    Click on Delete to delete a saved search. Once deleted, you not be able to recover it

Open Recent Documents

To reopen the documents that you accessed most recently,

  1. Go to Search
  2. Click on Ellipses --> Recent Documents
  3. Most recently opened documents will be listed by date
  4. Click on the document you want to open
Click on Search to go back to search fields to run a new search

Open Starred Documents

To reopen the documents that you have starred,

  1. Go to Search
  2. Click on Ellipses --> Starred
  3. Most recently opened documents will be listed by date
  4. Click on the document you want to open
Click on Search to go back to search fields to run a new search

How did we do?

Search Overview

Working with Saved Searches

Contact