How to search for documents

You can search to find documents by common properties, custom index fields or to check who has which documents checked out.

Desktop App

1. On the Home tab or start menu, click Search Documents.
2. To search by common properties, enter search criteria in the pane on the left. For example, to search for part.sldprt by name, enter part in the title box.
3. Press Enter or click Search Documents.
4. Navigate to the document by selecting the document and clicking Go To.

Search by Custom Index Fields

1. To search by custom index fields, select the tab Index Fields.
2. Select the document class that the index fields are assigned to.
3. Enter the search criteria in the index fields.

Web App

1. On the top menu, click Search.
2. To search by common properties, enter search criteria in the pane on the left. For example, to search by status, select the status on the left.
3. Press Enter or click the search button.
4. Navigate to the document by selecting the document and clicking Go To.

Search by Custom Index Fields

1. To search by custom index fields, select the tab Index Fields.
2. Select the document class that the index fields are assigned to.
3. Enter the search criteria in the index fields.