Document search page is opened from the global menu.

Search results can be further filtered using additional search criteria. Many document properties can be used as search criteria. You can select the document properties based on which the search results have to be filtered.

You can restrict the search operation to Correspondences, Documents, client comments and squad check comments. You can select document types from a drop-down list corresponding to the search property Document Type which is an additional search criteria. Click Search button to carry out a search operation.

Figure: Searching for document types.

If genealogy is a search criterion while carrying out a document search operation, it is possible to select multiple values for a genealogy.

In certain organizations, it is required to search documents by specifying the document numbers as a list. Hence a provision to search documents using multiple document numbers is introduced.

On the Advanced Search window, against Document Number an option Is Any Of is available in the drop-down list.

Figure: Advanced Search window

When this option is selected, a button Select Values is displayed.

On clicking the button, a new window is displayed. Paste multiple document numbers in the window.

Figure: Document Number Search window

Based on the format of the number pasted, separator is selected automatically from the drop-down list. Items Tab, Semicolon, New line, Comma and Others is available in the list. If the separator Others is selected, a text box is displayed, where a custom separator can be entered. This is used when the pasted numbers are separated by a separator not available in the drop-down list.

1. Click Apply to split the pasted document number based on the separator specified in the text box. 
2. Click Save to store changes. 

Multiple Document numbers are displayed in the search window.

Figure: Multiple document numbers in search window

Downloading and viewing a document from search results

Documents displayed in the search results window can be downloaded and viewed.

Different document operations can be carried out from the document search results window. These operations are available in the More options menu that is denoted by three dots. Based on the type of operation, menu items are arranged under different groups. 

Figure: Document operations

All the operations available in more menu of document details and smart folder is also available here.