Using the Metadata Search Utility

You can search for and find files in the Documents module using the document search utility. You can search for files with specified search criteria. The files containing the specified search criteria are retrieved from the Documents module and listed. The search results display only files in folders that you have permission to.

The document search utility has search capabilities that include searching and retrieving documents based on search criteria such as:

1. Project user who uploaded the file
2. File name and title

The following information on the searched document is displayed in the document search results table:

1. The project code or contract code, and project name or contract name where the document is available
2. File name and title
3. Uploaded by user, and date of upload
4. File size, version, and type
5. Checked-out to user

Steps

1. In the project navigation pane, click Metadata Search.
   All documents in the Documents folder and its sub-folders are displayed.
2. In the Document Name box, enter the name of the document you are searching.
3. In the Title box, enter the title of the document you are searching.
4. From the Created By drop-down list, select the user who uploaded the document.
5. Click Search.
   The list of documents that correspond to the search criteria is displayed. 

Note: Documents that you do not have access permissions to are not displayed in the search results. 

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