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 location: If you know the document is located in the current folder, check the Current Folder in the SEARCH CATEGORY field. Otherwise, the default Root Category searches all document folders in the project.
   • 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 by name, enter the text of the document name in the DOCUMENT NAME field.
   • To search all document versions, select SEARCH ALL VERSIONS.
   • To search by date range, enter the start and end dates for the search. Click the Calendar icon to select dates from a calendar.
   • To search by author, enter the user name in the CREATED OR EDITED BY field. Click the search icon to display a list of project members.
4. Click Search.