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- On Login to CMx product,Dashboard is displayed with menu on left hand side
- Click on "Advanced Search" from left menu.
- Advanced Search functionality mainly search for OCR content types in text files and images attached to contracts in CMx.
- The page displayed with a text box and Search button and below filters under Advanced search.Key in search name like owner name, contract number, title etc, click of search button.
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- Results are retrieved and displayed in a search results page.
Search Filters:
- Contract Number
- Contract Title
- Contract Owners (Users)-User Name
- Departments-Name
- Locations-Name
- Contracting Party-Name
- Contracting Party Type-Name
- Contract Type-Name
- Document Attachment Contents
- Document Attachment Types (Example: PDF, MS Word etc)
- Document Attachment File Name (Example : Filename* )
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