Content Manager 25.2 Outlook Online Integration Help

# Searching for record(s)

When you compose a mail, you can paste the record number, record title, web link, and/or direct link in the mail.

To search for a record(s) and add its property details and/or link in the mail, perform the following:

1. In the mail you are composing, click and then click Records. The Content Manager task pane is displayed listing the records.

   You can search for record by search clauses and search query. Select the search clause from the drop down, for example, record number, date registered, title word, and so on. And then enter the search query in the text box or click KwikSelect to display the set of values. KwikSelect for some of the search clauses displays set of options to choose from, for example, for Edit Status search clause, the KwikSelect options would be Checked In, Checked Out, Managed In Place, etc. All the records satisfying the criteria are displayed in the Content Manager task pane.

   If you do not find the record you are looking for in the displayed list, click (->) next to the container to drill down further. As you navigate, Home icon with breadcrumbs is displayed. To navigate back, click on the specific breadcrumb or click the Home icon to go back to initial search criteria.

2. Select the record, click Menu > Paste. The following options are available for you to paste in the mail you are composing:

   1. Record Title - pastes the record title in the mail.
   2. Record Number - pastes the record number in the mail.
   3. Web Link - pastes the web link in the mail. The web link allows you to open the record in Content Manager Web Client.
   4. Direct Link - the record is attached to the mail as a file. The attachment allows you to open the record in the Content Manager Client.

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Version 25.2 | Last updated July 2024
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Product: Content Manager 25.2

Topic Title: Searching for record(s)