Searching Portal

The Portal Search window allows you to search for files in the portal. You can search for files based on portal name, file name, specific text, or advanced search criteria.

There are three types of searches you can perform in portal. Click a link below to see the detailed instructions for each type of search.

• Quick Search allows you to search for the text in the file name, or in the name of the portal or folder where the file is stored.
1. In the Search box in the top-right corner of the Portal window, enter the text to search for.
2. Press Enter, or click Search.
• Basic Search gives you the ability to search for a file by text in the file's contents, as well as by the portal or file name.
1. Click Search in the top-right corner of the Portal window.
2. Enter the text to search for in the boxes in the Search Options area.

   Field	Description
   Portal Name	Enter all or part of the portal name. As you type, the system displays portal names that are potential matches. Select the correct portal name when it displays.
   File Name	Enter all or part of the file name. As you type, the system displays file names that are potential matches. Select the correct file name when it displays.
   Words	Enter a word that is included in the file's contents. Note: Click Excluded Words to display a list of common words, letters, and numbers that are ignored by the search function.

3. Click the Search button in the Search Options section.
4. If needed, click Reset to delete the search criteria and create a new search.
• Advanced Search provides additional metadata search options. Among other criteria, you can specify a file's status, when it was last modified, and keywords assigned to the file.
1. Click Search in the top-right corner of the Portal window.
2. Click Advanced Search.
3. Enter search criteria in the Search Options section to narrow your search results.

   Field	Description
   Portal Name	Enter all or part of the portal name. As you type, the system displays portal names that are potential matches. Select the correct portal name when it displays.
   File Name	Enter all or part of the file name. As you type, the system displays file names that are potential matches. Select the correct file name when it displays.
   Folder Templates	Click the lookup button and select a folder template from the folders in the selected portal. Note: This search option is available only if you enter a portal name.
   User Modified	Enter the email address of a user who modified the file. Note: You must enter the complete email address of the user. Partial matches will not work for this search parameter.
   File Status	Select a file status from the list.
   Words	Enter a word that is included in the file's contents. Note: Click Excluded Words to display a list of common words, letters, and numbers that are ignored by the search function.
   Date Modified	Specify when the file you are searching for was last modified. Select a qualifier from the list, and then select a date from the calendar. Any. The date a file was modified is not used as criteria for the search. Is. Indicates the file was modified on the selected date. Is before. Indicates the file was modified before the selected date. Is after. Indicates the file was modified after the selected date.
   Expiration Date	Specify when the file you are searching for is set to expire. Select a qualifier from the list, and then select a date from the calendar. Is. Indicates the file expires on the selected date. Is before. Indicates the file expired before the selected date. Is after. Indicates the file will expire after the selected date.
   Keyword	Enter a keyword associated with the file.

4. Click the Search button in the Search Options section.
5. If needed, click Reset to delete the search criteria and create a new search.

Tip: Click the Save button  in the top-right corner of the Search Options window to save your search criteria for future use. Filters and column modifications in the search results grid are not included as part of saved searches.

Your search results display in the grid. You can modify the grid or update files in the grid. Explain the grid options.

Grid Option	Description
Filter grid contents	Click the Filter  icon in a grid header to specify the items to display in the grid.
Add/remove grid columns	Right-click a column header to select the columns to show or hide in the grid.
Expand the grid	Click the up arrow  above the search options to show more grid area, reducing the amount of scrolling needed to view the grid contents.
Move columns	Click a grid header and drag it to your desired position.
Right-click grid contents	Right-click an item in the grid to choose from a list of available commands, such as Check-out, Lock, Download, and Properties.