Search and View Policy Management Documents with Global Search

Contents

• Overview

• Pre-conditions

• Steps

• Supplementary Information

Overview

Find more information on how to search and view documents with Global Search.

Pre-conditions

There are no pre-conditions.

Steps

Search Documents:

1. Click on the Global Search field on the menubar on the right side.
2. Click the search bar*.
3. Enter the document name or relevant keywords.
4. Click Enter on the keyboard for the search results to load.

View Documents:

1. Click on the document name to open the document in the data connection view.
2. View the content of the document or paragraph.
3. (Optional): Connect document or paragraph to the content of the current document.

Supplementary Information

Adjust Global Search by clicking on the filter (slider) icon to: 

1. Change any of the following filters:

• 1. • include or exclude search results from Drafts, Templates or Comments.
     • filter results by the time of the last update:
       • Anytime;
       • Last month;
       • Three months;
       • Six months;
       • One year.
     • Filter by category (sub-categories included).
  2. Click Apply.