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.

    Also see chapters Text search and Personalized attribute searches.

  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 Tab:

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

    Figure 859: Open search results in a new 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).

  • To hide the search panel, click the button:

    Angle bracket pointing to the left

    • 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.