Search for a document

Search for a document by its title, its content, the project or folder in which it is located, its file type, or its creation date.

1. Click DOCUMENTS in the project navigation bar.
2. Click SEARCH DOCUMENTS.
3. On the Document Search Criteria page, enter the desired search criteria.
   Tip: You can use wildcards.
   • To search by name or description, enter the text in the Search Keywords field and select Search Name and Description.
   • To search by document content, enter the text in the Search Keywords field and Search Within Document.
   • To search all document versions, select Search All Versions.
   • To search by location: If you know the document is located in the current folder, check the current folder in the Category field. Otherwise, the default Root Category searches all document folders in the project.
   • To search by author, enter the user name in the Edited or Updated By field. Click the People icon to display a list of project members.
   • To search by date range, enter the start and end dates for the search. Click the Calendar icon to select dates from a calendar.
4. Click Search.