Initial Exercises—Search For And Use Document
Initial Exercises
Purpose: The purpose of these exercises is to introduce you to the basic
functionality of searching for and using documents in IFS Document Management.
The following exercises are included:
- Searching for a Document Revision Using Document Attributes
- Searching for a Document Using a Contents Search
- Viewing a Document File
Windows:
Document Revisions
Document Revision/General
Searching for a Document Revision Using Document Attributes
A document revision has several attributes such as Title, Class, and Number. All
these attributes are searchable. In this exercise, you are going to search for a
project specification.
- Open the Document Revisions window.
- Open the Search window by clicking
Search (F3).
- Review the different document attributes you can search for in
this window.
- Enter the following search criteria:
- Document Class: 500
- Title: Front Wheel
- Click OK to process the query.
- Review the result of your query.
Note: The query can, but does not have to, be performed in a case-sensitive
mode.
Searching for a Document Using a Contents Search
- In the Search bar at the bottom of the IFS Navigator pane define
the indexed location (search domains) you want to use by clicking the
drop-down list button in the Enterprise Application Search field.
- Select Document Contents
from the list.
- In the Enterprise Application Search field, enter the following text (be careful with both
spelling and uppercase letters): IFS RACING
- Click the Search icon.
Result: The document revision you created earlier should be displayed
in the table.
Viewing a Document File
- Click on the link in the Search Results window for the document you
queried for in the previous exercise.
- Click the Attachments tab in the context pane (Attachment
Panel) below the window.
- Click the Documents link.
- Right-click on the connected document and then click View
Document.
Result: A copy of the document file is placed on your local check-out
path, and the file is launched in its original application, i.e., Microsoft Word.