Sharing 

Searching Files and Folders

Each project has a Search button on the secondary navigation bar on the top right of the page. From within the project, clicking the 'Search' button presents a Project Search dialog box that allow the user to enter search criterion. Simply enter the search criterion and press 'Enter' or click the search icon. All documents, files, and folders that meet the search criterion are returned. Document search is covered under the Forms section of the help files.

Items to consider while using the Search Feature.

• Files and folders are searchable by:
  • File Name or Description
  • Folder Name or Description
  • Custom fields added to Files or Folders
• Text Search is case insensitive. Searching for 'File' and 'file' will return the same result set.
• File searches include files that have been uploaded and files that have been attached to documents.
• Stop Words - Certain words, considered stop words, will return no results by themselves. While this list is comprehensive it may not contain all possible stop words.

about,after,all,also,an,and,another,any,are,as,at,be,because,been,before,being,between,both,but,by,came,can,come,could,did,do,does,each,else,for,from,get,got,had,has,

have,he,her,here,him,himself,his,how,if,in,into,is,it,its,just,like,make,many,me,might,more,most,much,must,my,never,no,now,of,on,only,or,other,our,out,over,re,

said,same,see,should,since,so,some,still,such,take,than,that,the,their,them,then,there,these,they,this,those,through,to,too,under,up,use,very,want,was,way,we,

well,were,what,when,where,which,while,who,will,with,would,you,your.

• Single Alpha / Single Numeric - Searching any one single character will not return any results.
• Multi-Word Search - Searches can be performed using multi-word search criterion as one search. For example; 'Building C Photos' will return files and folders containing the full text 'Building C Photos' but not files or folders with the word 'Building' or 'Photos'. Searching multiple words is done in separate searches - 'Building' and then 'Photos', and not 'Building, Photos'.
• Partial Search - Aside the use of Stop Words, partial searches can be used to find whole words with the partial search criterion. Examples are as follows.
  • Build - Finds Build, Builders, Buildings.
  • Photo - Finds Photo, Photos, Photography.
  • C - Is a single character text search and will return no results. Therefore the expected result for files or folders containing 'Building C Photos' will return no results.

Search Result Set.

Search results return each file and folder that meet the search criterion. The expected results should contain the following

1. Form Type:
   • File: File Name - The File Name is a clickable link that take you to the properties of that file.
   • Folder: Folder Name - The Folder Name is a clickable link that take you to the properties of that file.
   • Field - Displays the field in which the search criterion was found.
   • Created By - Created By 'User' from 'Company' on 'Date' at 'Time'
2. Only files and folders which have been shared to you are returned in the result set. Likewise, if a file or folder to which you had access at one time has been halted to you, that file or folder will not be returned. For information about sharing, see Help section Sharing
3. If a file or folder contains a custom field to which you do not have access but the custom field contains the search criterion, the document will not be returned.
4. Obsolete - Obsolete files are not returned in any result set.
5. Help Text - Custom fields can contain Help text to assist the user in data entry. Searches do not return document based on Help text.

Helpful Screenshots