Documents Search
We can perform two types of searches for documents:
- Cross Room Search: When you search for documents across all studies that you have access to, you are performing a cross-study search. You can execute this search from the Home Page Search functionality.
- Documents Search: When you search for documents from within a room or study, check the box Limit search to the current room. Refer to the screenshot below:
The process to execute both the types of searches is the same except for the location of executing the search:
- Navigate to the Home Page or a Trial Interactive room as required.
- Click the Search icon next to the username menu.
- The Search popup appears.
- Select Documents from the dropdown of the following options:
- Documents
- Queries
- Users (Refer to the screenshot below)
Note: Only Administrator users will be able to view all of these options. - Enter the search criteria in the Search box.
- As soon as the text is entered in the Search box, the search process starts.
- Items matching the search criteria are displayed in the Grid below the Search box or else a message No records available is displayed. Refer to the screenshot below:
- Notice that the top ribbon bar is also available above the Documents Grid in the Search results window.
- Hover the mouse over the Document icon to get a preview of the documents.
- Click the document icon. The document Metadata panel opens in the right pane.
- Similarly, select the User option to perform the user search. When the results are displayed and the user selects any record, User Details are displayed in the right pane.