Document Type Group searches allow you to retrieve documents from multiple Document Types associated with the Document Type Group.
If Document Types in the Document Type Group are configured with search parameters (for example, to require a Keyword Value be entered for the Date Keyword Type prior to performing the search), the most restrictive search parameter out of all Document Types in the Document Type Group is enforced.
For example, the XYZ Document Type Group contains Document Type A and Document Type B. Document Type A is configured to require the entry of a Date Keyword Value in order to perform the search. Document Type B is configured to only warn the user that a Date Keyword Value should be entered prior to the search, but the search can be performed whether a Date Keyword Value is entered. When a search is performed of the XYZ Document Type Group, the search parameter for Document Type A is enforced as it is the most restrictive of the two search parameters configured.
To retrieve documents by Document Type Group:
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From the Document Retrieval Search pane, in the Document Types section, select a Document Type Group containing the types of documents you want to retrieve.
Tip:Document Type Groups display double check marks to the left of the Document Type Group name when hovering over them or selecting them in the Document Retrieval Search pane.