Content Manager 25.1 Content Manager

# Finding records in Offline Records

You can search for records in Offline Records using practically any of the information about them that is saved in Content Manager.

Quick search using just one criterion: Search pane

This is the pane in the main Content Manager window under the toolbars.

Use the fields:

- Search For - select Offline Records
- Search By - use KwikSelect to select a search method, or type all in the drop-down box
- Matching criteria - enter the data to find
- Run the search button - click to start the search

See Search pane.

Easy search using one or more criteria: Search for Offline Records dialogue box

1. On the File menu, click Work Offline
2. Right-click the list and on the Search menu, click Refine Search.
   The Search for Offline Records dialogue box appears.
3. Use the Boolean search editor, or, to use the options below, switch to the multi-field editor:
   - Find Offline Records with name containing - to search for records in Offline Records by their title
   - Match case - select for a case sensitive search
   - Match whole word - select to find only records that contain the term as a whole word
4. Optional - use the Filter tab to filter the search results:
   - Filter top level results to include - by default, Content Manager includes all types of documents.

     Clear the check boxes to exclude documents of that type:

     - Draft
     - Original
     - Modified
     - Container
   - Save filters as default - select to save the current filters for future Offline Records searches
   - Load Defaults - if you have changed the filters from the default filters, click to reset the filters to the defaults
5. Click OK.
   Content Manager returns the records in Offline Records that match your criteria.

See Search for ... dialogue boxes for more information.

Advanced search - using the string search editor

The search string editor enables you to 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.

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Version 25.1 | Last updated January 2025
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Product: Content Manager 25.1

Topic Title: Finding records in Offline Records