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Function documentationFinding Documents

 

Finding documents is a major element of CRM Content Management. You can use it to search for different information by attributes by free text search. After you have found the required document, you can display it in the corresponding editor and, if necessary, assign it to a business object.

Features

The search lets you find documents that are linked to business objects and upload documents themselves.

The following functions are available:

  • Finding Documents

    Here, you can search by the following properties:

    • Creator of the file

    • Last changed by

    • File changed in a period from ... to

    • File created in a period from ... to

    • Document description

    • Language

    • The business objects it is linked to

  • List search results

    When documents are found, they are displayed in the list below the search.

  • Import documents or Uniform Resource Locators (URL)

    The search gives you the option to import documents. To do this, choose Import Data and follow the instructions. The same applies for importing URLs.

  • Link documents with other business documents.

    Mark the required document in the results list and choose Add Link.

  • Link documents to their user ID

    You can link Content Management documents with their user ID to make them easier to find in later searches. To do this, choose a document and link it to its user ID.

  • The search template has various parameters and looks across business objects through all created documents.