Article ID: 8024

Document Search Overview

Document searches allow you to search your company's documents using document indexes and/or any accessible drive or folder. After running a document search, the program displays files that meet the search criteria on the Document Search window.

You can perform the following actions on the Document Search window:

  • Add document records
  • Change or delete document records for a corresponding document. A folder icon appears next to those documents with an existing record. The TM Records column displays the number of records. If more than one document profile record exists, you must open the records using the Document Search window to edit for editing.
  • Preview document contents by clicking to highlight a record. You can copy portions of the text from the preview pane. You can also zoom in or out on the Preview Pane.
  • Determine a document's relevance to your search. The Hits column displays the number of occurrences.
  • Open a document
    NOTE: You must have the required application installed to open documents.
  • Print a document
    NOTE: You must have the required application installed to print documents.
  • Tag and Process any or all of the documents found.