System Search

  1. There are three ways to begin a Search: The Navigation Bar, Quick Links Menu, or when Editing.

    Navigation Bar: To begin a search, select SEARCH > SYSTEM in the navigation bar.

    Quick Menu: To begin a search, click the "S" in the quick link menu.

    Editing: To begin a search, click the EDIT/DELETE link on any page.

  2. Each of these methods brings you to the DocuBreeze Search Processor page.

  1. To search, select a category from the drop-down menu

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  1. Once you select a category, the search criteria box will automatically show fields pertaining to the type of search selected. For instance, if you select <Devices> as the category, the criteria box will show blank fields for Device Name, Device Description and Device Type.

    Or if you select <Users> as the category, the criteria box will show fields for First Name, Last Name, E-mail Address and Login.

  1. Enter any criteria that you wish to fill out and click SEARCH. Clicking SEARCH with no criteria entered will return ALL results in that category.

  1. Clicking SEARCH should yield a list of results. The page shows the first group of results that match the category and the criteria that you selected. Click NEXT to see the results on the following page (if there were many results), and BACK to see results on the previous page.
  2. To re-sort the criteria, click on the column heading. For instance, to arrange in alphabetical order according to users first names, click FIRST.
  3. Click on the row to select the desired result. Each column of criteria is live, and will bring you to the management screen for the category selected. E.G., clicking a user’s first, last name, e-mail address or login, will bring you to the same “User Management” screen.

  1. From the management screen, you can Edit the information (with the correct privileges).
  2. Click SAVE to change the information, DELETE to eliminate the entry, and CANCEL to close the page without saving the results.

 

For information on File Search, click here.