The Search feature includes the following tabs.
Use the Criteria tab to enter the criteria that define your search. The following table explains how to use the keywords.
The Search feature does not perform partial word searches. For example, if you search for “day” and the word “holiday” is in the system, the search will not find the word “holiday.” Noise words will not be searched. Examples of noise words include: I, be, my, and, or, single digit numbers.
The Results tab displays the search results based on criteria you have entered.
If you change your search criteria and run the search again, documents that were checked as “Marked” or “Viewed” keep their Marked or Viewed indicator only if they match the search criteria for the second search run. Removing a Marked item from the Marked tab changes the marked status on the Results tab. Return to the Results tab and remark the item as marked to re-display it on the Marked tab.
If you leave the Marked tab without saving, the search results are lost and the report must be rerun. Therefore, if you are working in an existing search, the results for the search display.
The Marked tab displays the search records you indicated as Marked on the Results tab. From this tab, you can export all of the marked items to Excel. Documents indicated as “Marked” remain even if new criteria is used that does not match.
Removing a Marked item from the Marked tab also changes the item's Marked status on the Results tab. You must return to the Results tab and remark the item as “marked” to re-display it on the Marked tab.
After the searched result items are marked on the search Results tab, they also display on this page. From this form, you can export all of the marked items to an Excel spreadsheet.