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Mitratech Success Center

Searching for Existing Documents

You can locate documents or folders by performing a search using all or part of a document or folder name, text contained in the document, or the name of the person who created the document.

You can search documents in the following ways:

  • Custom Search—Search for a document using multiple field values as criteria. For example, you can search for documents by name or date on which the document was created.
  • Record Search—Opens a records Documents page to search for specific documents.

Before you add a document to TeamConnect, it is recommended that you perform a search to ensure that the document is not already available.

To search for a document using Custom Search:

  1. Click the Documents tab.
  2. Click the Custom Search link. This link is located in the body of the list view in the right corner.
  3. Select your search criteria, and then click Search.
    The documents that match your criteria appear in a list view.

To search for a document within a specific record:

  1. Open the Documents page for a record.
  2. Click the Search Documents icon.
  3. If necessary, in the View drop-down list, select a view type.
  4. Select an Operator and/or Value, and then click Search.
    The documents that match your criteria appear in a list view.

Note: The criterion Document Body will search the content of the document if that document is in a file format that is recognized by TeamConnect.

Tip

If you do not see the document that you want, click Search Again and expand or narrow your search criteria. For example, use "Contains" as a search criteria instead of "Begins With", "Ends With", or "Equal To".

For more information about search fields and search criteria, see Searching for Specific Records.

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