Imaging Services: Searching for a Document

Overview

When searching for documents, you can use the Quick Search or Search tab to perform your search.

When you use the Quick Search feature, you can search for a document based on its name, drawer, or document property value. When you use the Search feature, you can search for a document based on a composite property or custom property value, a document property, status, or a user.

You can save document searches as private filters.

Search for a Document

  1. Select a view from the Views pane to use as a basis for your search.
  2. In the right pane, seach by one of these methods:
    1. Click the Quick Search tab.
    2. Select a property from the Property drop-down list.
    3. Select an operator from the Operator drop-down list to use in the comparison.
    4. Select or enter a value in the value field.
    quick search screen
    1. Click Add on the Search tab.
    2. Select a constraint to use from the Constrain by drop-down list in the Add Conditions dialog box.
    3. Select the type of search to perform from the Type drop-down list.
    4. Select the item field from the Field drop-down list to use in the search.
    5. Select an operator from the Operator drop-down list to use when comparing the field and value.
    6. Enter a valuse for the search in the Value field.

      Note: If you selected Prompted in the Type list, the Message box appears instead of the Value list. Enter instructions indicating what value to enter.

    adanved search screen
  3. Optional: Repeat the adanvced search steps to add another search value.
  4. Click Go.

Adapted from Perceptive Software Online Help

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Imaging Services