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Advanced Search

Important: The Advanced Search feature is only available when searching for documents.

Advanced Search provides more options for narrowing a search. For example, you can search for documents within a specific date range.

Click Documents, and then click Search.

Click , and then select Advanced Search.

The Advanced Search form is displayed.

In one or more of the first three boxes, type search text.

Note: Advanced searches are not case-sensitive.

If you type text in more than one box, then all of the text must be found within the selected document areas in order for a document to be found. In the Advanced Search form below, for example, for a document to be found by this search, its title and contents combined must contain both of the words "schedule" and "work" plus the exact phrase "monday through friday."

Make selections for Site, My Relationship, and Status as you would for a basic search (see Searching for a Document or Questionnaire for details).
For Search Field, do one of the following:

Select a single field (Document Title, Full Text, or Keywords).
Select All Search Fields.
Select Allow multiple selections, and then select two or more fields.

Note: If the Search Field setting is All Search Fields, an administrator has selected a system setting that forces the searching of all fields, in which case you cannot choose a different setting.

(Optional) For Date Range, select a document-related date type, and then click OK.

Also select or type From and To dates.

(Optional) Click the current View Top selection, click how many of the most relevant matching documents you want listed, and then click OK.
Click Search.

The matching documents, if any, are displayed.

To open a document, click its title.