Perform a quick search

Every page of Ringtail, except the Portal Home page, includes the quick search box on the navigation bar. Use the quick search box to search documents, binders, fields, productions, assignments, cubes, and mines. You can also perform a document-specific search by content, all metadata and coding, and document ID.

Select options on the quick search menu to adjust your search. The permissions set by your administrator determine the search options that appear on this menu. With the exception of cubes, mines, and administrative features, when you select an option, the results appear on the Documents page. Results for cubes, mines, and administrative features appear on their respective pages.

Note: The first time you access the quick search menu, the Document Content option is selected by default. If you select additional options, your selections are saved for future quick searches.

After performing a quick search, you can view and work with the same search parameters on the Search page. Administrative features that allow you to manage items, such as binders, are also available for some search options.

For information about how to refine your search query using search operators, see Search query syntax for search boxes.

To search for document metadata and coding values, you can use the All Metadata and Coding field. The items that the All Metadata and Coding field searches for include the following:

●Document title

●Document description

●Document ID

●Notes

●Pick list items

●Text fields

●Memo fields

●People

●Organizations

Use the following procedure to perform a quick search.

1.In the quick search box, type text, and then do one of the following:

oClick a result that appears in the results list.

oPress Enter to search by all options or by the previously selected options on the quick search menu.

2.To change the search options on the quick search menu, click the gear button to the right of the quick search box.

Note: If you start typing in the quick search box and then change the quick search menu options, you might have to click outside the search box and back in to apply the change. The color codes represent search categories. With the exception of Document ID, Cube, and Mine, the quick search category colors correspond with the category colors on the Search page.

3.To perform a document search, do one of the following:

oOn the quick search menu, select one or more of the options.

oType text in the quick search box, and then click the document search (the first) item in the results list.

In the document search item, the Document Content, All Metadata and Coding, Document ID, and Produced Document Label and Produced Page Label options are represented by icons, which indicate a document search. Active document search icons appear in black, as shown in the following figure. A search option is active if it is selected in the quick search menu.

4.If you have permissions to manage an item, click the Manage gear button, shown in the following figure.

You can change the properties or security for an item.