The Process of Finding Documents 

Purpose

The search function Find documents can be executed when you know document data or data from the environment of the document.

The results of the find documents function are listed with all documents that fulfill the selection criteria.

Process

Entering the Selection Criteria

Start the search with Document ® Find. You see the Find Document: Selection criteria. Four tab pages support entering selection criteria:

Tab pages

Activity

Document data

Finding a Document using Document Data

Classification

Finding a Document via Classes

Linking objects to a document

Finding a Document via Object Links

Texts

Finding a Document via Text Elements

Each search for documents puts a load on the system by accessing the database. For example, if you do not know either the document number or the document type, and enter the special character * (or blank) in both fields, the system searches through all the documents in the system.

However, you can considerably reduce the load on the system by defining your selection criteria carefully. For this reason, the system allows you to search for documents in different ways. Enter as much data as you know to obtain as short a hit list as possible.

The Process of Finding Documents

The following graphic shows the internal process of searching for a document.

 

Processing the Document List

The results of the find documents function are listed with all documents that fulfill the selection criteria. You can process the list the documents as well as the allocated original application files.

See also: Evaluation and Processing of the Document List