Search Documents

1 Search Documents
- 1.1 Target
- 1.2 Restrictions
- 1.3 Properties
- 1.4 Text
- 1.5 Email
- 1.6 Custom Fields
- 1.7 General
2 Saved Searches
3 Right Click Menu

Search Documents

Warning: The Search Form reads from the iManage Control Center forms if using iManage, and some of these fields may not display in all systems if the firm disables these from iMCC.

To add metadata fields:

Add the fields in iMCC form first.
Close and reopen any PowerDesktop instance this form needs to appear.

If using NetDocuments, the search form also reads from NetDocuments, and provides the fields available in the API.

Target

Setting	Description

Setting	Description
Library	Select the desired target library from your currently active iManage connections.
Repository	If using NetDocuments, the Repository shows allowing the correct repo to be selected.
Container	Select the container to search from for iManage. Click the folder icon to manually select a desired path for the container.
Cabinet	Select the correct cabinet to use for NetDocuments.
Search Subfolders	If checked, subfolders of the container will also be searched.

Restrictions

Setting	Description

Setting	Description
Return	Select from either Documents/Email Documents Email
Limit	Select a file limit for the search. By default this number is set to 10000. A bigger number can be set to guarantee hit results below the limit. Tip: Use the Preview button to get a sense of the results the current filtering is providing, and adjust accoredingly.
Exclude Shortcuts	If checked, shortcuts will be excluded. Tip: Excluding shortcuts is advised as it minimizes the risk of unrelated information getting included.
Latest	If checked, only the latest versions of documents will be searched for.

Properties

Setting	Description

Setting	Description
Description	Provide a description for the documents to search.
Document Number	Provide a document number, if known. You can use a range of numbers e.g. 1-500 or a operator like >=100 or <=500. Supported operators are less than, greater than, less than or equal to, greater than or equal to
Version	Provide a document version, if known.
Author	Provide an author for the documents to search. Click the magnifying glass icon to open the lookup search.
Operator	Provide an operator for the documents to search. Click the magnifying glass icon to open the lookup search.
Class	Provide the class for the documents to search. Click the magnifying glass icon to open the lookup search. Select the desired class by clicking on its row and then click Select.
Type	Provide the type for the documents to search. Click the magnifying glass icon to open the lookup search. Select the desired type by clicking on its row and then click Select.
Created	Click the calendar icon to select the created date from the following options: Anytime Today Yesterday Last 7 days Last 30 days Last 365 days On or Before. This will open an additional date selection window. On or After. This will open an additional date selection window. On. This will open an additional date selection window. Between. This will open an additional date selection window.
Modified	Click the calendar icon to select the Modified date from the following options: Anytime Today Yesterday Last 7 days Last 30 days Last 365 days On or Before. This will open an additional date selection window. On or After. This will open an additional date selection window. On. This will open an additional date selection window. Between. This will open an additional date selection window.
In Use By	Specify a user. Click the lookup search to search and select users.
Last User	Specify a user. Click the lookup search to search and select users.
In Use	If checked, documents currently in use will be included.
Checked out	If checked, checked out documents will be included.

Text

Setting	Description

Setting	Description
Find	Use this field to search the text lines of the email(s). Users can specify whether the text will be found anywhere in Profile or Document Profile Document

Email

Setting	Description

Setting	Description
Subject	Use this field to search the subject lines of the email(s).
Has Attachment	If checked, only emails with attachments will be included in the search.
From	Specify a sender.
To	Specify a recipient.
Sent Date	Click the calendar icon to select the Sent date from the following options: Anytime Today Yesterday Last 7 days Last 30 days Last 365 days On or Before. This will open an additional date selection window. On or After. This will open an additional date selection window. On. This will open an additional date selection window. Between. This will open an additional date selection window.
Received Date	Click the calendar icon to select the Received date from the following options: Anytime Today Yesterday Last 7 days Last 30 days Last 365 days On or Before. This will open an additional date selection window. On or After. This will open an additional date selection window. On. This will open an additional date selection window. Between. This will open an additional date selection window.

Custom Fields

Setting	Description

Setting	Description
Client	Click the magnifying glass icon to open the lookup search. Select the desired client by clicking on its row and then click Select.
Matter	Click the magnifying glass icon to open the lookup search. Select the desired matter by clicking on its row and then click Select.
Office Location	Click the magnifying glass icon to open the lookup search. Select the desired location by clicking on its row and then click Select.
Jurisdiction	Click the magnifying glass icon to open the lookup search. Select the desired jurisdiction by clicking on its row and then click Select.
Practice	Click the magnifying glass icon to open the lookup search. Select the desired practice by clicking on its row and then click Select.
Sub-Practice	Click the magnifying glass icon to open the lookup search. Select the desired sub-practice by clicking on its row and then click Select.

General

Setting	Description

Setting	Description
Clear All	Select to clear all search fields and start a new search.
Revert	Select to clear all search fields and start a new search.
Preview	Opens a preview window with the currently selected criteria for the search in effect.

Once all settings have been procured for the search, clicking OK will initiate the search. Clicking Cancel closes the search window and returns to the Work Explorer.

Saved Searches

During an active session, after searching for either Workspaces or Documents, those searches get added to the Recent Searches in the Work Explorer’s tree to the left.

From the Saved Searches, it is possible to right-click on a search to directly perform an Export job, refine the search, rename the search, or delete the search.

If the PowerDesktop session ends, the current saved searches will be eliminated.

Right Click Menu

If a user right-clicks on a search result, or on a Workspace the following options are available:

The Properties window shows details of the properties as in the File Explorer
Rename will allow renaming the folder/workspace.
Delete will allow for the deletion of the folder/workspace.
Add Folder will add a new folder in that workspace or folder tree. This displays the Add Folder dialog.
Refresh will refresh the view of the tree and any subitems underneath the object refreshed.
Search documents open the search documents wizard as defined above.
The export will allow exporting the workspace or documents.
A New → Folder command is now available in the toolbar of the Work file/folder selector, which is used in the Folder Import Wizard and Target Selection dialog in Project Import.
1. In the Work Browser, a New submenu with "Document Folder..." is available from the right-click menu for workspaces, regular folders, tabs, and search folders.
2. Default profile values are inherited from the parent workspace or folder by default. Tabs and Search folders do not have profiles, so a folder created under a tab will inherit values from the workspace, while a folder under a search folder inherits nothing, which is the same behavior as in classic Work clients.
3. Security is automatically set to inherit, but you can uncheck that and give the folder custom security. The current user is not automatically shown in the ACL, but as the owner, they will have full access.