Access the help center by clicking the icon , located in the upper right corner of the menu pages, for specific information on this feature and links to related documentation. Learn more.

This tab displays only search results related to documents, allowing the user to select actions for each document type.

A menu is available to the right of each search result containing the actions available for each document. Such actions include:

• Metadata editing: Metadata can be edited, such as posting file, comments, tags, version/review description, maturity date, related documents, approval, and security. For more information, see Platform ❙ Document properties.
• Content editing: The document’s contents may be edited. For more information, see Platform ❙ Edit document content.
• Download: Allows downloading the document.
• Delete: Deletes the document.
• Follow up: receive notifications whenever the documents are modified.

All search results are organized by relevance. Results may be organized by newer or older. For such, select the check box in the upper right corner of the search results screen and select an option.

If the search does not return a specific document, it may be necessary to index the documents. To do so, follow the steps in the Indexing documents item, in the Platform ❙ Indexation. The indexing process may take a while, depending on the number of documents to be indexed. Before running a new test, also clear the browser cache.

Available sorting options are:

• Sort by Relevance: Determines that favorite documents will be displayed first;
• Sort by Most Recent: Determines that documents will be displayed by descending creation date, i.e., the most recently created will be shown first;
• Sort by Oldest: Determines that documents will be displayed by ascending creation date increasingly, i.e., the oldest will be shown first.

When the download of a folder is requested, its entire contents are downloaded, including subfolders and their contents. If the authenticated user does not have permission to download one or more of the documents in the folder, they will not be in the document package generated. The same happens for any documents that do not allow download, they also will not be in the generated package.

For more information, see Platform ❙ Download folder or document.