To Perform an Intermediate Document Search
You can search for existing documents from the Documents tile, located on Launch Pad.
Note: You can also perform
a quick search for documents from the
Search icon (
), on the
Navigation bar.
Follow these steps to search for a document from AssetWise CONNECT Edition Document Control.
- From the Documents tile, select Search documents. The Search documents page appears.
- Enter as much information as you can, in the Number, Title, Type, Date Due, and Date Completed boxes, to assist with filtering the results.
- For documents that have the FTR option enabled, you can enter a keyword or phrase in the Full Text Search box, and AssetWise will also search the content of all electronic files within AssetWise.
- Click Search. All applicable documents appear in the search results area at the bottom of the page. For example:
- You can scroll through the list to find the document you are looking for or you can filter the results further, by clicking the filter icon ( ) in the appropriate search column heading. A dialog appears.
- Select a filter parameter from the list. Your choices vary depending on the type of field from which you are filtering.
- Enter a filter value, and then click Filter. The results are filtered based on your parameters.
- In the search results area, you can select documents in the list, and then select an action from the Actions menu. Your choices are: Add to Basket, Add to Favorites, Delete, Export all to Excel, and Share.