Search Essentials

• Getting started

  Getting started

  • Search for documents
  • Search for mail
  • Sort your search results using Mail search
  • Save the searches you use regularly
  • View previous versions of a document
  • Preview a document
  • Create and export mail reports
  • Add/Remove Columns to filter search results
  • Search for documents and mail across all of your projects
• Advanced search

  Advanced search

  • Advanced document searching
  • What is a Boolean Search?
  • Searching using Boolean operators, wildcards and special characters
  • Build your own search string query
  • Using Documents search codes
  • Search within file content
  • Changing advanced search user settings when attaching files
• Search-based reports

  Search-based reports

  • Create and export a custom document report
  • Add/Remove Columns to filter search results
  • Save the searches you use regularly
  • Create and export mail reports
  • Create a Transmittal History by Document report
  • Create a Transmittal History by Organization report
  • Reports for Workflows