Searching Content Manager
You can search for Content Manager items using practically all the information about them that is saved in Content Manager. There are search methods that are quick and simple, and others that may take a little longer to set up, but enable you to combine criteria in a more sophisticated manner, and, for example, also filter the search result.
- Quick search using just one criterion: Search pane.
In the main Content Manager window under the toolbars, use the fields Search For, Search By, Matching Criteria, and click the Run the search button.
See Search pane. - Easy search using one or more criteria: Search for ... dialogue boxes.
On the Search menu, click the search you want to use.
See Search for ... dialogue boxes. - Advanced search - using the string search editor, you can use the full capabilities of Content Manager searching, combining potentially large numbers of criteria, and using advanced filter and sort options. See Using the string-based search editor.
NOTE: If a complex search is conducted and it is taking time to retrieve the search results list, Content Manager will display a Please Wait dialogue box which gives you the option to Cancel the search. If the search is canceled you're prompted to confirm the cancellation.
- Finding records
- Finding records by the text within their electronic documents - see Document content search methods
- Finding people and places - see Finding Locations
- Finding Retention Schedules
- Finding Classifications
- Finding Thesaurus terms
- Finding records by Classification
- Finding records in Holds
- Finding and filtering by Additional Field values
- Finding communications
- Finding requests
- Finding Workflows and Workflow Activities
- Finding Space management level items and contiguous space
- Finding indexed words
- Finding specific active audit events
- Finding text in open documents
- Refining a search - doing a further search within the results of a simple search.
See Refining searches.
- Refreshing a search - redo the search without re-entering all the search criteria.
See Refreshing searches.
- Multiple searches at the same time - doing simultaneous advanced searches.
- Using different search windows: See Search editors.
- Saved searches - saves you time when using the same kind of search.
See Saved searches.
- Browse Via Classifications - enables you to select from Classifications, navigate through Classifications and find records within those levels.
- Internal Locations Directory - the internal directory, the phone book.
- Show Records function - searches for records from Content Manager objects, for example, Locations, Schedules etc.
- Count function - counting the number of items retrieved by a search.
See Count.
TIP:
- The shortcut key to access the drop-down button in the Search By field is ALT+DOWN ARROW. You can access KwikSelect in the Search By field by using:
- ALT+LEFT ARROW,
- ALT+RIGHT ARROW
- or ALT+UP ARROW.
- Wildcard searching - see Wildcard searches
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