Modify Your Document Search Settings

You can configure how your search results are displayed. Any changes you make to your document search settings are remembered between sessions.

To modify your document search settings:

  1. Navigate to the Information Zone, or the Documents tab on an entity record, such as a project.
  2. Under the main menu bar, click .
  3. On the DMS User Preferences screen, modify the following options:
    Option Description
    Most recently published results first Select this option to sort your search results by publish date. To sort the results by relevancy, you deselect this option.
    Include Sub Folders in Folder Search Results Select this option to display documents from the selected unmanaged folder and all subfolders in your search results. To display documents from a selected unmanaged folder only, you deselect this option.

    This option applies only to unmanaged document folders for projects that are configured for Universal Document Control.