Document Search - Advanced

Search for a Document

The Advanced Search option allows you to search by the following additional criteria:

Document No:  searches for a document by Document Number. Each document is automatically assigned a Document Number when initially uploaded.
Version:  searches by the document version.
Category:  searches for documents within the specified categories.
Type:  searches for specific document types such as *.txt. Only the types of files uploaded to Documents are listed in the Type drop-down field.
Creator:  searches for the name of the document owner.
Created Between ( ) and ( ):  searches within a date range.

Searching Using Document Profiles

If you select to search based on a Document Profile other then the default Profile i.e. General, the Document Profile Specific fields will be displayed on the search forms. This allows you to search based on profile information saved with the document.

Example:   Sally wants to retrieve a list of all Credit Memos, Purchase Orders, and Invoices for ABC Company. She knows that all of these documents have the same corresponding document profile of Accounting. The Accounting profile has a Company field defined.
Sally clicks on the Search command found on the Toolbar to open the Find Document form. She selects to search by the Document profile Accounting. This refreshes the screen and displays all the fields found in the Accounting profile. Next Sally types in ABC Company in the Company field and clicks the Search button. A list of all Credit Memos, Purchase Orders, and Invoices for ABC Company appears in the lower Content frame.