Search for Documents

Use Smart View to search for documents, drawings, and emails. 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. Click one of the following modes to search in:
   • Document Mode. Use this mode to search for 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 search for emails only.
   • Drawing Mode. Use this mode to search for drawings. Additional columns display the 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.
2. In the Search text here field, enter partial or whole text that you want to search against.
   For information, see Document Searching Tips.
3. 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.
4. 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.