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.
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- 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. - Filter by Document Pool
You can filter document search results to show only documents linked to a particular document pool. - Filter by Your Published Documents
You can view only the documents that you have published to the DMS within the Information Zone. - Apply Custom Filters
If too many results are returned when you run a document search, you can apply up to three custom filters to filter the results. When you apply multiple custom filters, documents must match all criteria to be included in the results. For example, you can filter by documents linked to a specific project and published by a particular team member.
Parent Topic: Search for Documents