Advanced Search- Document

Advanced Search gives you precise control, allowing you to pinpoint exactly what you want by any combination of available filters, or cast a wider net by searching for all documents whose attributes fall within a specified range. As with General Search, Advanced Search returns results only for the documents you have permission to view. Please note as well that Qualtrax searches are exclusive, rather than inclusive, meaning that documents will not be returned as results unless they match all of the included filters. Please see the following sections for a detailed explanation of the search options and filters you will find on this page.

1.	First, choose where to search by selecting a radio button.

•	Search All Documents: Expand the search to every document in the Browse Tree.

•	Search All Documents in a Selected Branch: Narrow the search to documents in a specific location.

2.	If you choose Selected Branch, the Browse Tree opens below the Search button. Place a check by the folder you want to search in. The Folder ID field is filled automatically.

3.	If you want to search in the Retired Documents Folder as well as the Browse Tree, place a check by Include Retired Documents.

4.	Select Current Revision or Past Revisions from the drop down menu.

•	Current Revisions: Limit the search to the document's current published or unpublished revision

•	Past Revisions: Expand the search to all previous revisions, as well as the current revision. Please note that you can't actually search the content of Past Revisions. These searches simply return additional results for fields associated with Past Revisions, such as Changes Made.

5.	Define Filters (described below), then click Search. Document Search Results open in the View Frame.

System filters allow you to narrow your search by a set of eighteen different criteria, most of which should be familiar to you from Document Properties. While searching, use the available calendars, drop down menus and text fields to create logical statements about what you're looking for, and make sure each field is checked- they will be ignored otherwise.

•	Content: Any text contained in the document source files, including sentence fragments and parts of words. Content searches may not return correct results for recently changed or created documents until Qualtrax has had a chance to index them.

•	Title: The Document's Title as displayed in the Browse Tree, Breadcrumbs, and Quick Info Box. Since titles can change, ID searches are the most reliable way to find documents.

•	ID: The Document's ID number. IDs can never be altered or repeated, and can be used to locate documents even after their title, location or content has changed.

•	Standard: A section of a compliance document. The drop down menu is populated with all standards associated with at least one document on your server.

•	View Extension: The format of the document's vile file- .doc, .pdf, and so on. Single extension documents have only a view extension.

•	Edit Extension: The format of the document's Edit File. Dual extension documents have both an edit extension and a view extension.

•	Current Revision: The number of revisions that exist for the document. This includes the most recent unpublished revision.

•	Status: How the document is being processed. Click to select a status, or CTRL + Click to select more than one.

•	Changes Made: Text entered into the Changes Made field when the document was released for approval. This field exists for the convenience of the approvers, and usually contains a summary of changes for the most recent revision.

•	Checked In: Whether the current revision of the document is checked in or out.

•	Editor: Either the user currently editing the document or, if the document is not in edit status, the last user to do so.

•	User in the Approval List: User(s) included as approvers in the DocList. This filter is inclusive. If even one of the users you select is an approver for a document, that document will be included in the Search Results.

•	Group in the Approval List: Group(s) included as approvers in the DocList. As above, this filter is inclusive.

•	Date Created: When the document was first created. For all date fields, you may select a start date to limit your search to a single day, or you may select both start and end dates to define a range for your search.

•	Date Last Revision Started: When the document was last placed in edit. No results will be returned for canceled revisions.

•	Date Expires: When the document will next expire according to the expiration settings in Document Properties. This applies to both published and unpublished documents.

•	Date Rejected: The last time a revision of the document was rejected by an approver.

•	Date Published: When the Current revision of the document was published.

The final set of filters includes all custom fields associated with any document on your server, and allows you to search for values entered in the Document Properties- Additional Info tab.

1.	Click Document Search to start over with a set of blank filters.

2.	Click Go Back to return to the search page with the current filters already defined. This gives you an opportunity to refine your search terms and try again.

3.	Click the link shown in the ID column to open a document.

4.	Mouse over any document the table to view a popup with additional information.

2.	A dialog box appears. Choose Microsoft Office Excel from the drop down menu.

4.	The search results table opens in Excel with additional columns of data pulled from the ID Popup.