Below is a description for each field on the Profile Search tab. Information entered into these fields is not case sensitive.
Field
Description
Document Name
The actual name of the document. You can enter the full document name (up to 240 characters) or enter a partial name and a wildcard character.
Doc. #
The unique library document number assigned to a document when it is created in DM. You cannot use wildcard characters in this field.
You can search for multiple document numbers or a range of numbers using a comma and a space or two numbers separated by TO. For example, if you entered
180, 245
Document number 180 and 245 would be found.
If you entered
180 TO 182
Document number 180, 181, and 182 would be found.
Author
The User ID for document author. Use this field to have DM find documents created by a particular author. You can also use the Author table lookup button to find a particular value.
Document Type
Categorization for a document according to information it contains (for example: Template, Training Document, or Legal Brief). Enter a value in this field to have DM find documents of this type. You can also use the Document Type table lookup button to find a particular value.
Application
The ID of the application used to create this document. Enter a value in this field to have DM find documents created with this application. You can also use the Application table lookup button to find a particular value.
Retention Type
The type of storage assigned to this document (for example: Archive, Delete, Keep, Optical, Template, or Paper). When you search by storage type, a document's status is irrelevant. For example, if you were searching for a document whose Type is Archive, DM would retrieve the document name even if it had already been archived. See Document Retention.
The User ID of the person who created this document. You can also use the Created by table lookup button to find a particular value.
Date Created
The date on which the document was created.
Last Edited by
The User ID of the last person who modified this document and the date they modified it. You can also use the Last Edited by table lookup button to find a particular value.
Edit Date
The date on which the document was last edited.
Search for
The text string for full-text searching. This string can contain wildcard characters. See Content Searching Syntax for instructions on how to perform a content search.
in
The location where DM should look for search parameters:
Document contents searches the text inside the document.
Profile fields searches the document's profile information.
Document contents and Profile fields searches the text inside the document and the document's profile information.
Easy search searches the text inside the document and the Document Name from the document's profile.
Status
The status of the document. Use this field to have DM retrieve all documents with this status. Possible values are Available, Document Being Edited, Profile Being Edited, Checked out, Not Available, Being Indexed, Archived, Being Archived, Deleted, or Read-Only.
If a document is secured, only those users who have been granted access to the document can work with it. This option allows the user the following search modes:
Shaded check box (starting state): All documents that meet the search criteria, both secured and not secured, will be returned on a Search Results page list.
Cleared check box: Only documents that meet the search criteria and are not secured will be returned.
Selected check box: Only documents that meet the search criteria and are secured documents will be returned.
Clear All
This button will clear all entries currently in the fields of the Search page.
Search Form Type (Java forms only)
If there are multiple search forms available to you, you can select one from the drop-down menu displayed at the bottom of the Search page. Then, when you click the Switch Forms button, the DM Classic Webtop displays the search page with the new search form.
Note: You can change the default form on the Options page.
Sort By (HTML forms only)
Allows you to choose which field the DM Classic Webtop will use to sort the returned records. Possible values are Document name, Docnumber, Author, Date, Library, Status, and Relevance.
Order (HTML forms only)
The order in which the DM Classic Webtop will return documents matching your search criteria. Possible values are Ascending and Descending.
to find a particular value.
