PortalProdigy - The Complete Internet Interaction Management System for Small Business and NonProfits
Administration Search for Documents

Administration Search for Documents

 

  1. Read the chapter titled “Documents Features in Detail” in the Administration Manual

 

  1. Click on the Documents browse icon on the Site Administration Menu page.

 

  1. On the Search for Documents page, update the following filters to prepare your search:

 

    1. Document Category -  used to search for documents by categories.  Defaults to All Categories.
    2. Document ID – used to search for documents by their Document ID.
    3. Title – used to search for documents by title.
    4. Created Date Range –will retrieve all Documents with Created Date greater than or equal to the entered date.  Entering a range is inclusive of entered date values.
    5. Modified Date Range – used to search by date last modified range
    6. Topics – used to search for documents by document topic. 

 

  1. Set Items Per Page to a number between 10 and 50. Determines number of matches displayed at a single time in results table (Found Documents)

 

  1. Click on Search button

 

  1. Use arrow icon in upper right of Found Documents table to flip through pages of matches.

 

  1. Click on a Document Title to enter its Document Management Page.