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 types of searches is the same except for the location of executing the search:

1. Navigate to the Home Page or a Trial Interactive room as required.
2. Click the Search icon next to the username menu.
3. The Search popup appears.
4. Select Documents from the dropdown of the following options:
   1. Documents
   2. Rooms
   3. Sites
   4. Queries
   5. Contacts

      

      Note: Only Administrator users will be able to view all of these options.

5. Enter the search criteria in the Search box.
6. As soon as the text is entered in the Search box, the search process starts.
7. 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:

1. Notice that the top ribbon bar is also available above the Documents Grid in the Search results window.
2. Hover the mouse over the Document icon to get a preview of the documents.
3. Click the document icon. The document Metadata panel opens in the right pane.
4. Similarly, select the Contact option to perform the contact search. When the results are displayed and the user selects any record, Contact Details are displayed in the right pane.