Search for a Document

You can search for documents, drawings, and emails linked to a project or enquiry from the PIM Teamwork Documents tab.

To search for a document:

1. From the Personal Zone, click the name of the project or enquiry to open it.
2. On the project or enquiry record, click the PIM Teamwork Documents tab.
3. Select one of the following modes to search in:
   • Document Mode. This mode is selected by default, and it is used to search for all project documents, drawings, and emails. To exclude emails from the results, click the Exclude Emails toggle to enable it.
   • Email Mode. Use this mode to search for emails.
   • Drawing Mode. Use this mode to search for drawings. To display only controlled project drawings stored within the DLM, click the Show DLM only toggle to enable it.
4. In the Search text here field, enter partial or whole text that you want to search against.
   For information, see Document Searching Tips.
5. 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, including file type, date, and your own published documents. A number of custom filters are also available. For information, see Apply Custom Filters.

6. For each document, the following options are available:

   To do this...	Click this
   Preview a document This option is available for PDFs, images, emails, and ZIP files	to display the Preview pane, and then click a document to preview it
   View the details of a document	> Summary Details
   Download a document	> Download document
   View and add markup to a document	> View / Markup