Search execution

To perform a basic document search:

  1. Select Search in the navigation menu.

  2. Expand the sliding panel Search Criteria by clicking on this.

  3. Enter search terms in the corresponding search fields – see chapters Text searchPersonalized attribute searches for details. To hide the search panel click the button:

    Angle bracket pointing to the left

  4. Click the Search button.

    Optionally, you can open the search results in a new window. Click the arrow icon on the Search button and select Open in new window:

    Reset  and search buttons with expanded menu with the option to open search in a  new window

    Figure 1091: Open search results in a new window

    The search results will be opened in a new browser window.

The hit list will display any matching query results. Each result entry may offer further functionality such as opening a document or displaying document details (see chapter Hit list).

It is possible to execute a context search based on a cell value from the hit list:

  1. Execute any search as described above.

  2. Select the desired document type.

  3. Right click on a value.

  4. Select Search by “value” from the context menu.

Search terms in the Search Criteria panel are automatically refreshed.