Deltek PIM 23.0 Online Help

Search for Documents

Use Smart View to search for documents, drawings, emails, and images. When you conduct a search, it searches against document titles. For some document types, such as Microsoft Office documents and PDFs, it also searches the text within the documents.

To search for documents:

  1. Navigate to the Information Zone or the Documents tab on an entity record, such as a project or organization.
  2. Select one of the following modes to search in:
    • Document Mode. Use this mode for all documents and emails. This mode is selected by default. To exclude emails from the results, click the Exclude Emails toggle to enable it.
    • Email Mode. Use this mode to find and manage emails. Additional columns display Email-related information, and a paperclip icon indicates emails that have attachments.
    • Drawing Mode. Use this mode to find and manage drawing files. Additional columns display drawing-related information, such as available renditions, document status, and DLM approval status. If you use the DLM to manage and control your drawings, click the Show DLM only toggle to enable it to view only DLM files. Note that this mode is not restricted to drawing files only, since other file types, such as PDFs and Word documents, can contain drawings. You can apply filters to limit search results to specific file types, such as DWG and JPEG files.
    • Image Mode. Use this mode to find managed image files. Images are displayed as thumbnails, which makes it easier to view and manage them. For information, see Manage Images in Smart View.
      Note: This mode only displays image files stored in the DMS. DLM image files are not included.
  3. In the Search text here field, enter partial or whole text that you want to search against.
    For information, see Document Searching Tips.
  4. Click , or press the ENTER key.
    Up to 100 documents that match the search text display in the results pane. To display more results, click Load More on the results header bar. Alternatively, to narrow down the search results, you can apply one or more filters. For information, see Apply Custom Filters.
  5. To preview a document, click the Preview toggle to display the Preview pane, and then click a document to display it.
    The preview option is only available for PDFs, images, emails, and ZIP files.