Document Retrieval is used to retrieve documents, files and other content stored within the system.
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Do one of the following:
- Go to the Master Screen with a list of sources and select the source you are interested in.
- Select a preconfigured tile to go to the source directly.
- Use your own bookmark to go to the source directly.
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On the list of sources, select a source that you are interested in. If you used
a direct link, the source is already selected.
Note:
The Workflow queue source type has a number of documents in a queue shown next to the source name.
The source is highlighted and a keyword panel is displayed. -
Put in the keywords in the keyword panel, marked in red in the image
below:
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Click Search.
The results are displayed on a result list.
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You can use the following interface options to further narrow down your
search:
- A: Use the field with the looking glass icon to search for a particular word.
- B: Use the No Grouping field to allow grouping document by its properties. Once grouping is selected, the field is changed to the chosen grouping type.
- C: Use the arrow in the column name field to change the sorting order.
- To open a document in a Document Viewer, click it once. See Viewing Documents for further support.
- If you wish to start a new search or you are not satisfied with the results, you can use the Clear All button to clear the keywords.