Search for Documents You can find documents in the DMS via a number of methods, including text-based searching, and filtering. Related Topics: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. Search for Documents in Classic View You can search for documents in the Classic View of the Information Zone, and apply filters to narrow down your results. Search for Documents in Smart View You can use Smart View in the Information Zone and from the Documents tab on entity records to search for documents. A number of filter options are available to narrow down your results. Search for Published Emails from Outlook You can search for emails that have been published to the Document Management System from within Outlook. When you search for emails, it searches against email subjects, body text, and attachments. Search for Unmanaged Documents As a member of a project that is mapped to one or more network folders, you can access unmanaged documents via the Documents tab on mapped projects. Search for Documents in the Mobile Working App You can search for documents in the PIM Mobile Working app and apply one or more filters to narrow down your results. Parent Topic: How to... HomeDeltek PIM HelpDocuments and EmailsHow to...Search for Documents
Search for Documents You can find documents in the DMS via a number of methods, including text-based searching, and filtering. Related Topics: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. Search for Documents in Classic View You can search for documents in the Classic View of the Information Zone, and apply filters to narrow down your results. Search for Documents in Smart View You can use Smart View in the Information Zone and from the Documents tab on entity records to search for documents. A number of filter options are available to narrow down your results. Search for Published Emails from Outlook You can search for emails that have been published to the Document Management System from within Outlook. When you search for emails, it searches against email subjects, body text, and attachments. Search for Unmanaged Documents As a member of a project that is mapped to one or more network folders, you can access unmanaged documents via the Documents tab on mapped projects. Search for Documents in the Mobile Working App You can search for documents in the PIM Mobile Working app and apply one or more filters to narrow down your results. Parent Topic: How to... HomeDeltek PIM HelpDocuments and EmailsHow to...Search for Documents