Document search

Select the preferred repository and cabinet. The three following search criteria become active: folder criteria, document criteria, document index criteria.

Folder criteria

The folder search criteria are based on two major categories: the index values associated with that cabinet, and the folder's intrinsic metadata (when the folder was created/modified, folder status, an so on). Folder criteria includes:

All cabinet indexes
Folder created by
Folder created date
Days back: folder created
Folder modified by
Folder modified date
Days back: folder modified
Content date: Date related to content within the folder.
Days back: Content: Days back related to content within the folder.
DBMS key: Database Management System key, which is the primary key stored in the database table.
Folder status: The folder's status in the workflow module.
Folder security class: The folder's security class as set upon creation (can be edited).

Performing a folder search requires at least one search criteria based on an item, condition, and search value.

Click Search For Documents to display your results.

Document criteria

The document search criteria are based only on the content's intrinsic metadata (when the document was created/modified, extension, and so on). The document criteria include:

Document created by
Document created date
Days back: document created
Document modified by
Document modified date
Days back: document modified
Document keywords
Document status: The document's status within the workflow module
Document title
Extension: The document's filetype (as stored in PSIsafe Desktop), such as DOCX, PDF, TIFF
Filesize (KB)
Manager: The content manager associated with the document, such as Adobe
Retention: The stored content's retention (how long it must be stored)
Retention expired: Expired retention on content
Tab
Document security class: The document's security class as configured in PSIsafe Desktop Management

To perform a document search, specify at least one search criteria based on an item, condition, and search value. Click Search for Documents to display the results.

Document index criteria

The document index search criteria is based on two categories: document indexes configured within the template in PSIsafe Desktop Management, and the template itself. Conditions for each item vary based on the datatype for each index field.

The item list available for search parameters is identical to the document criteria.

To perform a document search, specify at least one search criteria based on an item, condition, and search value. Click Search for Documents to display the results.