BlueCielo Meridian Enterprise 2012 User's Guide | BlueCielo ECM Solutions

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Using Find

Find is the most advanced search method in Meridian; it can find either documents or folders. It gives you complete flexibility for search scope, properties, and conditions. Find can include referenced documents in its results and its results can be saved and shared with other users.

To run Find:

  1. Use one of the following methods:

The Find Documents or the Find Folders dialog opens, depending on which method you used to start the command. If you selected Find on a folder shortcut menu, search criteria are automatically typed in the dialog for you. The criteria match the contents of the folder where you started the search.

  1. Select options and type text using the descriptions in the following topics.
  2. Click Find Now. If the search is successful, the dialog expands to list the results. Only the first 250 items appear in the list. Click 250 More to view additional items.
  3. Select an item and click the Details button to show the thumbnail and a limited number of properties for the selected item. Double-click the thumbnail to open a selected document a new viewer window. Double-click the property page to open a new Properties dialog that shows all of the item’s property pages for viewing or editing.
  4. Click the Go To button or double-click the item to close the dialog and make the selected item the current item.
  5. Click New Search to clear all selections and reset the dialog to its default options, ready to begin a new search.
  6. Click Save or Save As to save the current results as a collection. For details, see Creating and editing a collection.
  7. Click Close to close the dialog.

Related concepts

About searches

Working with collections

Related tasks

Viewing a collection

Saving searches as collections

Configuring a dynamic collection

Deleting a collection

Using Key Find

Using Quick Find

Related information

Name Type options

More Criteria options

Object types options

References options

Search Settings options


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