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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.
  • There are two sub-categories

                                     a. Filtered Search

                                     b. Full Text Search

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Filtered Search

  • The Filtered Search page  displayed is 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
  • Results are retrieved and displayed in a search results page. to enter keywords, Select Search filters drop-down box and a search button.

Search Filters:

    1. Contract Number
    2. Contract Title
    3. Contract Owners (Users)-User Name
    4. Departments-Name
    5. Locations-Name
    6. Contracting Party-Name 
    7. Contracting Party Type-Name
    8. Contract Type-Name
    9. Document Attachment Contents
    10. Document Attachment Types (Example: PDF, MS Word etc)
    11. 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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