Content Manager 24.4 Office Integration Help

# Quick Search

The Quick Search panel is available on Office and Outlook integration dialogs and can be used to perform fast and simple searches using a single search method.

If more complex searches are required, use the Search Editor option.

The Quick Search panel has these fields and buttons:

Search By - this is the search method to be used for the search. Click the Search By drop-down to select from the recently used search methods. If the search method is not available as a recent option, click the KwikSelect to display the list of all available search methods.

The Search Methods dialog

The Search Methods dialog allows you to search or browse for the required search method.

Searching for a search method:

1. In the Type to search field, type in the name or part of the name of the search method, e.g. any word, or the type of search method, e.g. date.
2. Select the required search method from the displayed results.
3. Click OK.

Browsing for a search method:

The list of search methods can be displayed by:

- Alphabetic - displays all search methods in an alphabetical order.
- Category - displays all search methods, grouped by their category, e.g. Dates and Times, Additional Fields.
- Format - displays all search methods grouped by the type of data they search, e.g. String, Object

Scroll through the list of search methods, click the required search method and then click OK.

Matching Criteria - type in the data to search for, such as a word, or a date or a Location.

Depending on the selected Search by method, there may be more options associated to the Matching criteria field.

More options

Additional Search Parameters KwikSelect - this button is available depending on the selected search method. If available it will display another search results dialog with a list of items to select from, e.g. for the Contains search method, a list of Records will be displayed; for the With Label search method, a list of User Labels will be displayed.

From the resulting list, select, or run additional searches to find, the required criteria and click OK. You will be taken back to the original Select from ... dialog with the selected criteria displayed in the Matching Criteria field.

Select date from calendar - available when you select a date type search method in the Search By field. Click the calendar button to select a date rather than typing it.

Not - select the Not check box to set the matching criteria to be a Not search, e.g. not title word: finance

Search - click Search to run the search and display the results.

## Select from... dialog Shortcuts

The Select from Records and the Select from Locations dialogs contain shortcut searches that allow you to access pre-defined saved searches rather than building your own search. Some examples of these shortcut searches include:

For Records:

- Favorite
- Recent Containers
- Records Work Tray

For Locations:

- Favorite
- Me
- My Memberships

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Version 24.4 | Last updated July 2024
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Product: Content Manager 24.4

Topic Title: Quick Search