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
    Search results will be returned by Choose the default sorting method for your document search results
    Decrease the space between Smart DMS results Select this option to decrease the space between search results so that more results can be displayed on the search page
    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.