Working with Global Search

  • Click on the (Search icon) to open the Search pop-up box
  • Enter the search keyword within the Global Search textbox. For this example, the search keyword entered is '637'.
  • Select the all or appropriate module(s) within which the search will be restricted.
  • Tick the checkbox beside any Custom Attribute checkbox beside ‘With Approval Date’ field.
  • Select the appropriate option from the Operator drop-down. For this example, select the Equal To’  operator.
  • Select the appropriate conjunction radio-button. For this example, select ‘and’ radio-button. 
  • For this example, select the date by clicking on the textbox present beside the ‘With Approval Date’ operator drop-down. On the opened up pop-up box user will have to scroll up or down to select the suitable date. After scrolling to the appropriate date, user will have to click the on the date to complete the date selection procedure. 
  • Similarly, you will be able to set other Custom Attributes associated with the search, like select specific Custom Fields with the attribute. Also, you will have to enter alphanumeric text or numbers within the specified textbox if the respective Custom Attribute(s) are string type or numerical type, respectively. 

Hence, after entering the search keyword, selecting the respective module where search will be carried out and then selecting or entering appropriate Custom Attribute(s) values you will have to click on the   (Search button - present at the bottom of the Search pop-up box) to view the search results fetched by the application.


Search results may include file name, document content, image name, task details, Collection details, user communication related text. Search results churned out by the application contains the entered search string and falls within the purview of the selected or entered custom attributes. Also, the searched out content will be highlighted on the line of text it is present, along with the page number of the document on which it is present.


Screenshot below displays the Search Results:

What you can do with the search results?

  • You can open the document on the Application Viewer by clicking on the document name link. Example: . You can also view the number of pages the document possesses. You can also click on the Collection, Task, Album, Communication Name link to view that respective element.
  • You can click on the page number link on which the searched content is located. Example: 
  • You can click on  (Download File button) to download the whole document within user’s local system
  • You can click on (View File button) to view the document on the Application Viewer.
  • You can click on (Show in Collection button) to navigate to user document location within the respective Collection under which it exists on the Collection Files screen.
  • You can click on  (Link File button) to send the download link of the searched out document to different Contacts using outlook email, communication module copy the link to clipboard to send later according to convenience.
  • You can click on (Collection Info button) [this button appears only if the search result is a Collection] to view Collection Details.