Use the Advanced Criteria tab to search by company, department/sub-department, record series, content date range, storage room, and/or media type.
[Optional] Click Clear to remove previous search filters.
Select whether you want to search boxes and/or files by clicking the Boxes and/or Files check boxes. By default, Versatile searches both active and inactive boxes and/or files.
Enter keywords as described in Searching by Keyword if you want to combine the search with keywords.
If you want to filter by box/file criteria, enter the criteria, as described in Searching by Box/File Criteria.
Select the Advanced Criteria tab.
Note: Whenever you click in an entry field, Versatile automatically checks the check box next to that field; however, your search is not filtered by that field unless you enter a value in the field.
Enter the following search criteria, as necessary:
To filter by company, click the check box next to Company, and then select the desired company from the Company drop-down list.
To filter by department, do one of the following.
Click the search (
) button next to Department
to find the department by looking up its name or ID (see Selecting
a Department Using Search).
Click the inquiry (
) button next to Department
to select a department from an inquiry list (see Selecting
a Department Using Inquiry).
Note: If your user ID was set up with a default department, it is selected by default.
To include sub-departments in the search, select the Include Sub Departments check box.
To filter by record series, do one of the following:
Click the search () button next to Record
Series to find the series by looking up its title (see
Selecting
a Series Using Search).
Click the inquiry () button next to Record
Series to select a series from the inquiry list (see Selecting
a Series Using Inquiry).
To filter by event dates, enter the starting and/or ending dates in the Event Dates fields. This will search the From and To dates for the items selected.
To filter by content dates, enter the starting and/or ending dates in the Content Dates fields. This will search the From and To dates for the items selected.
To filter by storage room, select the desired storage room from the Storage Room drop-down list.
To filter by media type, select the desired media type from the Media Type drop-down list.
Change the number of search results to display per page, if necessary, from the Results per page drop-down list.
Click Search to begin searching. The search results are displayed on the Search Results Page (see Displaying Search Results).
