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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 the documents attached to different contracts .
- The page displayed with a text box and Search button.There are two sub-categories
a. Filtered Search
b. Full Text Search
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Filtered Search
- The Filtered Search page is displayed with a text box to enter keywords, Select Search filters drop-down box and a search button.
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* )
- User enters search name in the text box and chooses appropriate option from filter and then clicks on search button.
For example: user enters contract number in the search field and chooses "Contract Number" from filter and clicks on search button. - Results are retrieved and displayed in a search results page.
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- user can enter the keywords and select a particular category from the filters and click on search button for retrieving search results.
- Results are retrieved and displayed in a search results page.
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Full Text Search
- The Full text search also works similar to searching content texts in the CMx files and documents.
- Full text search is displayed with a text box for entering text to be searched and a Search button to accomplish the tasks.
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- when the user enters the search keyword and click on Search button ,then the searched text will be highlighted in yellow and displayed in the search window as follows.
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