Searching for text within documents

Document administrators can search for documents in IDM Private Space that contain specific search terms or text strings. Historical search entries that are older than 30 days are purged daily.

  1. Select System Administration > Documents > Quick Links > Text Search.
  2. Click Create.
  3. Specify this information:
    Text
    Specify text or search terms.
    Result Limit
    Optionally, specify the number of results to override the result limit that was configured for the organization. If the limit is set to a value that is higher than the organization-level setting, then performance can be affected.
    Search Name
    Optionally, specify a name for the search parameters. Users can use the search name to filter search results in historical searches.
    Single Document Source
    To perform your search on a single document source, specify the document source.
    Specify Multiple Sources
    To search multiple document sources, select the check box and then select up to 10 sources. Document sources are arranged by module.
  4. Click Submit. In the search results that are returned, the number of matching documents is shown in parentheses after the Search Results label.
  5. To confirm the search result is correct, click the file link to open the file and look for the search text.
  6. To view document details, double-click the document row.
  7. You can create a text search by modifying a search you have already performed:
    1. Select Quick Links > Text Search.
    2. Select a search record.
    3. Click Renew Search.
    4. On the Renew Search form, edit the search criteria.
    5. Click Submit.