Search for Documents by Text

You can search against titles and descriptions of documents using the PIM Live Browsing feature in the PIM Mobile Working app. For some document types, such as Microsoft Office documents, it also searches the content within those documents.

To search for documents by text:

1. Log in to the PIM Mobile Working app.
2. On the Welcome page, tap Live PIM Browsing.
3. On the Live PIM Browsing screen, tap Documents.
   You can also tap Documents on a project or enquiry record to limit the search to documents linked to the entity.
4. In the Search Documents field, enter partial or whole text to search against, and tap .
   To exclude emails from your search results, tap the Exclude Emails check box to select it.
   The top 100 documents that match your search criteria display.
5. To view the details of a document, tap the document.
   When you view the details of a document, you can do the following:

   To do this...	Tap this
   Open the document within the PIM Mobile Working app. Only supported file types can be viewed in the app - this includes Microsoft Office documents, PDFs, and image files.	View Document
   Download a copy of the document to your device. After you download a document, you can view it in another app and share it with colleagues.	Export
   View details about the document, such as version comments, received date, document date, size, source, and so on.	Additional Details
   View an organization record	The organization name
   View a contact record	The contact name

If many search results are returned, you can apply one or more filters. For information, see the related links below.