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Search for documents and mail across projects

You can search for documents and mail across all visible projects using the same fields as the Super Search field.

This is particularly useful if you have programs of work that are spread across multiple projects, or you need to search across multiple modules in a single project. The top 25 results (based on relevance) from each project are displayed. Projects are searched sequentially in the order they are listed on the search results page.

Tips:

  • You can use Boolean Operators, wildcards and advanced string searches in the Cross Project Search field.
  • You can stop the search at any time by clicking the Stop Search link.
  • You can't configure the results of this search or export the search results.

Starting a cross project search

On any page, enter your search criteria in the Cross Project Search field, and click the Find icon.
Cross project search field

Managing the cross project search

You can:

  • Click the Stop Search link while the search is in progress.
    Stop search link
  • Select the checkbox for each project you want to search in, and clear the checkbox for all other projects.
    Choose projects
  •  Click the
    • Documents tab - to view document results only.
    • Mail tab - to view mail results only.
      Choose tab
  •  Enter new search criteria in the Cross Project Search field, and click the Search button to refine your search.
    Start a new search


Reviewing cross project search results

For documents you can:

  • Click a document file icon to open or download the file.
  • Click the document title link to open or download the file.
  • Click the Document Options icon and choosing:
    • Open Locally - view or save the file locally.
    • Open in Online Viewer - view the document in the online viewer.
    • Open Search in Register - go to a pre-configured document search page in the project.
    • View Properties - go to the document properties page for this document in the project.
      Choose document options

 

For mails you can:

  • Click a mail icon - open the mail in the project.
  • Click a mail subject link - open the mail in the project.
  • Click the Document Options icon and choosing:
    •  View this Mail - open the mail in the project.
    •  Open Search in Mail- go to a pre-configured mail search page in the project.
      Mail viewing options