About searching folder contents - Use Forms - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

Use Forms

Platform
Perceptive Content
Product
Use Forms
Release
Foundation 24.1
License

To search within the contents of a folder, you simply open a folder. The contents of the folder display according to the folder content view associated with the folder type.

When searching for folder contents, you can use the Search feature on the Content tab to perform your search. When you use the Search feature, you can search for documents, subfolders, and shortcuts based on a composite property, a content property (which applies to the document, folder, or shortcut), a custom property, a date, the document or folder status, a physical property, a user, or a workflow item property.

If the folder type associated with the folder content view allows you to search within subfolders, you can also create a folder content search that also searches within all subfolder levels available in the folder hierarchy.

The Quick Search feature is not available for folder content searching. You cannot create private filters to save folder content searches.

For example, Alex is a medical records technician who stores each patient chart in a folder. Within each patient folder, Alex creates a subfolder for each visit the patient makes to any of his hospital system'sfacilities.Within each patient visit subfolder, there are additional subfolders for each physician who saw the patient during his visit. Alex needs to find a patient's pathology report, but is unsure of which visit the pathology report is associated with, and which physician created the pathology report. Alex searches the patient's chart folder, chooses to search within subfolders, and the search results contain documents stored in any subfolder associated with the patient's chart, regardless of their position in the hierarchy.
As another example, Alex knows the patient visit in which the pathology report was created, but does not know which physician created the report. Alex opens the subfolder associated with the patient visit within the patient's chart, searches within subfolders, and the search results only contain documents stored in any subfolder associated with the patient visit he selected.