Select Search Criteria

  1. In the Company, select the appropriate top-level folder from the list (to highlight multiple companies, hold down the Shift or Ctrl key on your keyboard as you select). If you wish to search all companies, click the Select All link.
  2. In the Document Types field, choose all relevant document types you want to search (to highlight multiple types, hold down the Shift or Ctrl key on your keyboard as you select). If you wish to search all document types check the Select All link.
  3. When you select a document type, the Properties field changes to display only relevant properties for your all of your selected document type(s).  Selecting multiple types will only show properties matching for those document types.
  4. If property values are unknown, leave blank. Search results will return all documents matching top-level folder(s) and document type(s).
  5. If property value is known, enter the property value you want to search on (for example, Invoice Number, PO number). Search results will return all documents matching top-level folder(s), document type(s) and property value(s).
  6. To filter results to a specific date range, select the Filter by Entry Date option. The Date Range dialog opens.
    1. Enter a start date in the From field. Select the down arrow to open the calendar control.
    2. Enter an end date in the To field. Select the down arrow to open the calendar control.
    3. If you wish to maintain a date filter that changes depending on the current date displayed, check the Range is relative to Today option.
    4. Click OK. When you click the OK button, you will see a description of the date filter on the Advanced Inquiry window.
  7. Check the Filter by Status box to enable a document search by DocLink document status. Select the status, or statuses, you wish to the search for from the list. Use the Shift and Ctrl keys to multi-select.
    Document Status Description
    Complete Documents that have been successfully stored and indexed into DocLink.
    Incomplete Documents that have been stored in DocLink but are not completely indexed. Documents are placed in this folder when they are missing a property value for a property that was expected.
    Rejected Documents that have been rejected. Documents are placed in this folder when they don’t have a property value for a required property.
    Preindexed Documents that have been minimally indexed into workflow.  Normally if a document is missing required properties it is rejected. If the document is in workflow, such documents are assigned to a pre-indexed status.
  8. To search for text string contained in an annotation:
    1. Enter the text you want to find in the Annotation Search Text field.
    2. To filter the search to a specific annotation type. Check the Limit Annotation Search box and select the annotation for the list. To select more than one, hold down the Ctrl or Shift key as you make your selection.
    3. To search all annotations, uncheck the Limit Annotation Search checkbox.
  9. To delete any single value entered in the Properties field, highlight the value and press the Delete key on your keyboard.
  10. When you are finished entering property values. Click the Search button (or Tab+Enter) to start your search. Any matches will be displayed in the Search Results window.