Advanced Search
Advanced Search provides more options for narrowing a search. For example, you can search for documents within a specific date range, and you can search across all sites at the same time.
- Click DOCUMENTS, and then click All Documents or My Documents.
- Click the Search for box to display the basic search options, and then click Advanced Search.
The Advanced Search form is displayed.
- In one or more of the Find results boxes, type the 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."
- In the Search Fields area, select the document areas you want to search and deselect what you want excluded from the search.
- In the Status area, select the statuses to include and deselect the statuses to exclude.
- (Optional) In the Date Range area,
- Click the top box, and then click the document milestone you want to search by.
- Click
by the From and To boxes and select the date range start and end dates.
Important: To search all dates, leave the From and To boxes blank.
- Click the Search In box, and then click All Sites or an individual site.
- (Optional) Click the View Top box, and then click how many of the most relevant matching documents you want listed.
- Click Search.
The matching documents, if any, are displayed below the Advance Search form, with some of the matching text highlighted.
- (Optional) If you searched all sites, in the Site(s) column click View to see which site or sites the document is assigned to.
- To open a document, click its title.
- To exit the Advance Search form, in the main PolicyTech™ window, click any status under All Documents or any role assignment under My Documents.
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