Performing a search
During a search, FileCabinet CS searches the following information, based on your selection.
- Drawer ID
- Drawer name
- Drawer notes
- Document name
- Document description
- Document page notes
- Date of document creation
- Name of user who created document
- Descriptions entered in the Scan Pages and Image Groups dialogs
- Keywords added in theDocument Propertiesdialog
To perform a search, follow these steps.
- Choose to open theFinddialog.
- Enter the keywords you want to find in theTextfield.
- Use theDate createddrop-down menus to limit your search for items created during the selected time frame.
- Select theFindbutton. (Results appear in theFind Resultsdialog.)
tip
- To search for text exactly matching an entire field, mark theMatch whole field onlycheckbox and enter complete information in theTextfield.
- To search for a specific grouping of text or characters, enclose the text in quotation marks. For example, to find all documents created by Joe Smith, enter"Joe Smith"in theTextfield. With the quotation marks, only text that matches the entire group of characters is returned in the search results. Without the quotation marks, all results are returned that match "Joe" or "Smith".
- To speed up your search, select fewer options in theFields to searchsection.
- After performing a search, you can use theFind within resultsbutton in theFind Resultsdialog to narrow results list.
- If you assigned the same password to more than one drawer, you need only enter that password once to search all drawers with that password. This shortcut applies only to the current session of FileCabinet CS. To refresh the password protection, exit the application.
note
- After you select theFindbutton in theFinddialog, you may be prompted to enter passwords for password-protected drawers. If you selectCancel, FileCabinet CS will not prompt you for the passwords for any of the remaining password-protected drawers. As a result, those drawers will be skipped in the search.
- TheDate createddrop-down menu items are only available when theDocument creation information (date and user)checkbox is marked in theFields to searchsection.
