Using the Global Search

Video - Global Search

The Search tool in InEight Document enable users to search for mail, documents, transmittals, packages and/or other items across all InEight Document modules based on a text string.

To run a Global Search:

  1. Click Search in the top menu area.

  1. Select the Project to search within (defaults to the current project).

  2. Enter a text string in the Search for field.

  3. Click the Search button.

The search results are displayed in the lower half of the screen.

  • The Global Search defaults to searching though the Title/Subject of the documents in the selected modules. To search all fields (all metadata), click the All option to the right of the caption Search Fields.

  • To control which modules of InEight Document are included in the search, use the tick boxes to the right of the Search in option.

  • To further condition the search within each module use the Advanced option

  • The search can be made case sensitive if required.

  • The search can be made across all Projects that a user has access to by selecting the All Projects option.

  • Any work items found can be opened for more detail by clicking on them.

  • The search results can be printed using the Print button.

  • If searching the Address book, the All option to the right of the caption Search Fields must be used.