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Searching for Your Documents

The search feature is a powerful tool used to find any document. Knowing something about the document you are looking for helps you perform an appropriate search.

• If you know documents are named after the Social Security number of the person associated with the document, you can perform an entry name search for all documents with a particular Social Security number.
• If Social Security numbers are stored as field data, you can perform a field search for the desired Social Security number.
• If the Social Security number is a part of the text assigned to the document, you can perform a document text search.
• If the Social Security number is part of the text of an annotation, you can perform an annotation text search.

To perform a basic search for a document

1. From the toolbar, click (Search Pane).
2. Click Customize Search and select Basic or click Reset at the bottom of the Search Pane.

   

3. Select the check box next to the search you want to perform.
   
   
   1. Document Text
   2. All Fields
   3. Entry Names
   4. Annotation Text
      

4. Enter the search term(s) and click Search or press the ENTER key.

Note: After performing a document or annotation text search, you will notice that the Contents Pane (displayed to the right of the search pane) will be split in half. The top half will display a list of documents containing the word "Transportation" , along with a count of occurrences. The bottom half will contain a list of occurrences for the currently selected document, along with a line of context and the page number on which it occurs.

To view a document from a search list

Do one of the following:

• Double-click the document.
• Select the document and press the ENTER key.
• If you performed a document or annotation text search, you will be given the option to open the document to the page where the word that was searched for occurs. This can be performed from the bottom half of the window by either double-clicking an occurrence of the word or selecting an occurrence of the word and pressing the ENTER key.

  Show me an example.

  

Note: You can also perform a basic search with the Quick Search located to the right of the toolbar above the Contents Pane. Enter the text you want to search, select Search Text, Search Entry Names, Search Fields and/or Search Annotations from the drop-down menu to the right of the Quick Search text box, and press the ENTER key.