Advanced Search

By default, search (the magnifying glass in the top right) looks for results that have all of the words you have entered into the search box. Advanced options are found by click the Advanced Search link, as shown here:

Default results have each of the words entered in the Search for: box, in any order, anywhere in the content, not necessarily in the exact order you have entered them. For example, a search for “direct mail insert” will show results that include “direct mail insert”, as well as results that contain “insert for direct mail” and “insert the mail in the direct…”.

To narrow a search to find exactly what is entered, from the Contains options, select Exact phrase. In the above example, this will only find matches that have “direct mail insert” in this exact order.

To broaden your search to include any (but not necessarily all) of the words in the search box, select Any of these words. In the above example, this will find items that have any of “direct” or “mail” or “insert”, but not necessarily all of these words.

Advanced Search can further narrow by:

• Information - Check the box(es) for the content area(s) to search, Documents, Comments, Calendar, Projects/Tasks, Messages, and Projects Requests. By default, all content areas are selected.
• Date Created - Specify the desired time period. Select the first circle to use a drop-down menu with predefined time periods, Anytime (default), Past 3 months, Past 6 months, or Past year. Select the second circle to specify the exact date range (start and end) you wish to search.
• User - A dropdown list will appear that allows you to narrow your search from among the users with access to the the designated workspace(s).
• File Type - A drop-down list will appear that allows you to choose from several frequently used file types.
• File Size - A drop-down list will appear that allows you to choose a file size range.

Once you have made your selections, click the Search button at the bottom to execute your search with the parameters you have specified.

Search is available to all associate and Reviewer users and limits results to the content (workspaces, folders and documents) that an individual user has permission to access. It is not available to Partner users.