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Table of contents
No headers
The following table contains the Search buttons, descriptions of the buttons, the location in which the button appears, and the permissions required to be able to use the buttons.
| Button | Description | Location | Permissions |
|---|---|---|---|
|
| Closes the active window. Results tab (View Search record) | New Search | Administrator Change View |
|
| Enables you to copy the selected search from one project to another on the Copy Search pop-up. | Main log | Administrator Change |
|
| Enables you to edit the selected Search record on the General tab. | Main log | Administrator Change |
|
| Exports all documents in the current search result set (not just the current page) to MS Excel. | Results tab Marked tab | Administrator Change View |
|
| Marks the selected search records. Marked items display on the Marked tab. | Results tab (View Search record) | Administrator Change |
|
| Enables you to enter new search criteria on the Criteria tab. | Main log | Administrator Change |
|
| Opens the Process Wizard so you can process selected documents into an issue. You can process up to 50 documents into an issue at one time. | Results tab Marked tab | Administrator Change View |
|
| Removes selected search records from the project list. Removing the selected item also 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. | Criteria tab Marked tab General tab | Administrator Change |
|
| Submits the search criteria you entered and displays the search results on the Results tab. | Main log Criteria tab Results tab | Administrator Change View |
|
| Opens the New Search window so you can save a new search. The Save button also saves the “Viewed” or “Marked” status of the results. | Results tab General tab | Administrator Change |
|
| Saves your search and search results and close the current window. | General tab | Administrator Change |
|
| Enables you to select items such as Search Owners, Projects, or Contacts. | Criteria tab General tab | Administrator Change |
|
| Displays the search record view in a document using the standard HTML document template. | Main log Results tab Marked tab | Administrator Change View |
|
| Navigates back to the Search log. | Criteria tab Results tab Marked tab General tab | Administrator Change View |
|
| Voids the selected Search record. | Main log | Administrator Change |
|
| Opens the Take Action menu listing available action types you can perform on the document. The action options available depend on the document type and your permission level for the document-related module. Here is an example of how a floating menu may look for an RFI.
| Results tab Marked tab | Based on your permission to the document type |
Open (button) | Clicking the button in the Open column allows you to open the associated document locally in the appropriate application or with the Brava Viewer. | Results tab | Administrator Change |
