Search Documents

You can search for the required records and view the corresponding details using the search facilities.

The search functions are the following:

  • Attribute search
  • Free text search
  • Advanced search using query language

You can customize the following by configuring the properties in Control Center. For more information, see Infor Document Management Control Center.

  • The document types that should be displayed for the users can be modified using the Document Types Filter.
  • The columns to display and the order by which they appear can be modified using the Result List table.

The following can be configured by editing the application properties in the grid management pages:

  • The number of records that appear on a page using the property called Client Search Result Page Size.
  • The number of records that appear in the Contextual Application using the property called Related Information Contextual Application Result Page Size.
  • The maximum file size of uploaded files using the property called Maximum File Size.