Document Management Global Search Dialog Box

Use the Document Management Global Search dialog box to search for documents that are associated with Info Center records.

Use the Options tab to specify your search criteria and then review the matching documents and records on the Results tab. Searches retrieve only those records to which you have security access.

Location

To display the dialog box, complete the following steps:

1. Click the Search icon on the Ajera CRM toolbar.
2. Click Search Documents.

Contents

Field	Description
Filter Type	Select one of the following search types: Standard — This type searches the title, filename, or document description for the search text. Advanced — This type searches the title, filename, or document description for the search text. You can also search for selective dates or specific Info Centers and Info Center records.
Searches	If any exist, you can use this field to select a saved search.

Options

Field	Description
Search Text	Enter the text that you want Ajera CRM to find. You must enter at least three characters of text.
Search Document Properties	Select one of the following choices: Search All — Select this option to search all document titles, filenames, and descriptions for occurrences of the search text. If you select this option, Ajera CRM disables the next two fields. Search Document Title and Filename — Select this option to search the document title and filename for occurrences of the search text. Search Document Description — Select this option to search the document description for occurrences of the search text.
Date Options	You can only select to search for document dates if you chose the Advanced filter type. The following options are available: None — Select this option to bypass searching dates. This is the default. Today — Select this option to search for documents created today only. Range — Select this option to search for documents created during a specific date range. If this option is selected, you must specify beginning and ending dates in the From and To fields which display. You can click the calendar icon in each field to select dates from a calendar. Last 7 Days — Select this option to search for documents created in the past seven days. Last 14 Days — Select this option to search for documents created in the past 14 days. Last 30 Days — Select this option to search for documents created in the past 30 days. Last 60 Days — Select this option to search for documents created in the past 60 days. Last 90 Days — Select this option to search for documents created in the last 90 days. After you add a new document, it does not display in the search results until SharePoint Services completes the indexing process. The SharePoint administrator determines the frequency with which this occurs. Contact the SharePoint administrator for more information.
Info Center	Click the check box next to an Info Center to search all records in this Info Center for documents. Click Search next to an Info Center to search for specific Info Center records. You can only select to search for Info Centers or Info Center records if you chose the Advanced filter type.

Results

Documents Grid

Field	Description
Documents Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. When the Print Preview form displays, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display. Not all options are available on all grids.
Title	The title of the document found displays in the Documents grid of the Results tab.
File Name	The file name of the document found displays in the Documents grid of the Results tab. Click the name to open the document.
Folder	The folder in which the document was found displays in the Documents grid of the Results tab.

Record Matches Grid

Field	Description
Record Matches Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. When the Print Preview form displays, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display. Not all options are available on all grids.
Info Center	The Info Center in which the document was found displays in the Record Matches grid of the Results tab.
Record Name	The Info Center record that is associated with the document displays in the Record Matches grid of the Results tab. Click the name to open the Info Center record.
Associated Documents	The number of documents found for the Info Center record displays in the Record Matches grid of the Results tab.
Search Button	Click this button to initiate the search. When the search is complete, Ajera CRM switches to the Results tab and displays a list of records that match the search criteria specified on the Options tab.