Index
Speaking of Document Search...
Document searches display contents with the searched term; the Documents tab must be selected to filter only results of this type.
Search for documents
01. Enter the text to be searched in the search field located on the upper bar in Fluig.
02. A list of suggestions will appear. Users may select a word from the list or enter any other word.
03. Click on the magnifying glass to start the search.
04. The search results screen will be displayed with the All tab selected by default.
05. Click the Documents tab.
06. 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:
- Content editing – The document’s contents may be edited.
- Metadata editing – Metadata can be edited, such as posting file, comments, tags, version/review description, maturity date, related documents, approval, and security.
- Download – Allows downloading the document.
- Add to favorites – Allows adding the document to the favorites list, facilitating access.
- Delete – Deletes the document.
07. New filters can be added to search results by selecting the Add filters link.
08. The filter area will be expanded and document filters are displayed.
Available document filters are:
- Filter by period – The following filters can be chosen: last hour, last day, last week, last month, last year, and specify a start and end date.
- Basic filters – Searching in Fluig folders or selecting a specific file type. These types can be: Files, folders, Clauses, reports or external links.
- Filters by metadata – Allows searching for document metadata. Available search fields: Publisher, Version description, Additional comments, Description, Author, Hash tags, Creation date, and Update date.
- Filters by customized fields – Allows searching customized field values.
09. Select the desired filter(s) and click on Search.
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.
Download all the contents of a folder displayed in the search result
01. On the Documents tab in the Search result window, find the folder shown in the search performed.
02. Click on the context menu located on the bottom-right side of the line corresponding to the folder.
03. Click on Download.
When the download of a folder is requested, its entire contents are downloaded, including subfolders and their contents.
04. In the message displayed, click on Ok, I get it.
05. In the main menu, click on Documents.
06. Access My Documents folder.
07. View the contents of the compressed folder.
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.
Please note!
This documentation is valid from the 1.5.10 update. If you use a previous update, it may contain information different from what you see on your platform.
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