Searching by Template and for Field Data

Finds all documents and folders that have been assigned a particular template. Additionally, you can further limit search results to those documents or folders that have been assigned a particular field value or multiple field values.

To search by template and/or field data

  1. From the main browser toolbar, click Search.

  2. If the Field search option is not currently visible, click Customize Search and select Field from the list.

  3. Under the Template option, select the desired template. Only documents and folders that have been associated with this template can qualify as a search result.

  4. Optional. If you would like to limit your search results to only those documents and folders that contain a particular field value, then you should specify the desired value next to the appropriate field. Repeat this step for each field that you would like to search.

  5. Click Search, which appears at the bottom of the search pane.