Document Search - Basic

Search for a Document

The Search feature makes it easy to quickly find documents stored within Synergy. You can search for documents by specifying several search criteria. For example, you can search for documents based on Folder or Title, Words within a document, date and Document Profile specific fields.
Wildcard characters can be used to help you define your search criteria. These include the *, 'and', 'or', and 'not'. Searches are not case sensitive. For additional information, see Appendix A: Full Text Searches.

1. From the Toolbar select Search to open the Find a Document form.
   
2. Enter your search criteria, and then click the Search button. The search results will appear in the bottom Content frame.
   The number of documents found that match your search is displayed at the top of the document list. The [+] field identifies any linked documents associated with the document.
   
3. To change the sort order of the documents returned, click the field heading.
   
4. If the document list returned is very long, you can search within the list.. Enter your new criteria and then click the Search in Results button. This will only find matches within the original list of documents found.
   
5. To start a new search, click the Clear button.

Field Definitions:
Folder or Title:  searches through the folder or for the title of the document.
Word or Phrase in Document:  If you know a word or phrase that exists within the body of the document you can type this in here and Synergy will search throughout each document body for a match.
Document Profile:  selecting a profile allows you to search through profile specific fields. Once you select a profile, the profile fields are displayed at the bottom of the form under the section Document Profile Specific Fields.

Example:   Sally in accounting wants to see a list of all Credit Memos for ABC Company. She knows that each Credit Memo document has a title that begins with CR so she types this in the Folder or Title field. She then selects to search based on the Accounting Document Profile. This will display the Additional Accounting fields of Department, Company, Contact Person, and Description.
Sally next enters ABC Company in the Company field. She clicks the Search button to find the documents. This returns the Credit Memo CR110. Sally opens the document by clicking on the document link.