Searching for Documents

InfoView manages a large number of documents. To make it easy to find the document you need, you can search for documents based on the document's name, author name, keywords, and date of last modification using the Search page. You can even combine one, two, or all of these search criteria--document name, author name, and date modified--to search through a narrower array of documents.

The only thing you cannot combine is storage areas. That is, you cannot search through the corporate documents in the repository and your personal documents stored on the InfoView server at the same time.

Note: If you remember at least part of the document's name, as well as the document list it belongs to, it's probably quicker to do a Quick Search. See Using the Quick Search facility.

To search for one or more documents:

1. Click Search in the navigation bar.

The search page is displayed.

2. Select which area you want to search: Corporate Documents, Personal Documents, or Inbox Documents.
3. If you want to search by document name, enter some part or all of the name you want to search for in the Document name contains box.

You don't have to enter the entire document name. For example, if you want to search for a document entitled "Revenue by quarter and sales district," just enter the word "Revenue." If you use too common a word, the search may take a long time, or return too many document names to be useful.

4. If you want to search by document author, enter some or all of the name you want to search for in the Author name contains box.

You can launch a search either by entering the author's entire name, or a partial name. Again, avoid using common names to prevent time-consuming searches and long document lists.

5. If you want to search by keyword, you can enter keywords that may be associated with the document that you are looking for.  Note: The search by keyword is a character search. It returns all documents related to the letters you entered.
6. You can also specify a range of dates within which the document was last modified by entering the starting and ending dates in the boxes (Month/Day/Year). Only documents that were last modified on or between those two dates are returned as a result of the search.

Note that the creation, first publication, or first saved dates are not taken into account in this search. The only date that is matched is the date the document was last saved to the selected storage area.

7. In the Order by area, select the criterion you want to use for sorting the search results.
8. Click the Search button to begin the search.

Once the search engine returns a list of matching documents, you can view any of them by clicking the document's name in the list.

Note: You can also search for documents by extension, for example, .doc or .txt. This type of search is only available for non-BusinessObjects documents.

Return to topic: Managing Documents