Search Documents and Entities

Training Exercises

The following exercises provide new users with some practical experience to help gain familiarity with searching ModalConnect for Entities, Documents and related content.

Reference: Help Centre Topic and the

Objective – Learn how to find and search for Entities and Documents, apply conditions to search Terms and use the most appropriate Source filters.
Learning Outcome: Demonstrate how to search for Documents , Entities and their attributes.

Search Documents and Entities

Objective – Learn how to Search for Entities and Documents using the main Search

Learning Outcome: Demonstrate how to search for a Document and Entities.

  1. From the top bar select Search.
  2. On the Search page note the search field on the left and that on the right the 'Source Filters' (for the search) defaults to the Entity Profile.
  3. Click into the Source Filters field to view the other filters available for selection, select Document Header and Document Content and leave Entity Profile selected then click OK to add these Filters to the search.
  4. Click into the Entity 'Search Types' filter and note how the default setting is for All, deselect All and just select a 'Person names' type and click OK.
  5. In the Search Terms field enter a term for an Entity name (from one of your previously saved Documents), separate each term by a space.
  6. Click the Search button or Enter from your keyboard.
  7. In the results table note the column headings and the detail shown. Results are listed by ascending order by the Document / Entity Title.
    The Type, Document / Entity Title and File Title results are hyper-linked to that result type.
  8. To navigate to and open a result (within the current tab) click on the required result. Results can be opened in a separate tab or window by right clicking (or Ctrl+Click) on the result from within any column with blue text\ content.
  9. Open the Search again. This time perform a partial search by adding a * at the end of a term - e.g search for an Entity starting with just a few of letters like joh*

 

Search All Documents

Objective – Search the All Documents list to find Documents
Learning Outcome: Demonstrate how to search for Documents on the Documents page.

  1. From the Recent or Pinned Documents list in the Workspace left menu click ‘View All’.
  2. Note that all Documents (that you have permissions for) are available on the all Documents page and that these can be searched for / filtered by File Title, Document Title, Document Number or Document Type. Note the list has a default date range for the current month.
  3. Click into a column header to sort the results by that column.
  4. To navigate to and open a Document from the list, click on the Document number.

 

View Entity's Document list

  1. Search for an Entity and open the Entity Profile
  2. Click on the Documents label to expand and view the list of the Entity’s related Documents.
  3. Sort results by any column by clicking in the column header.
  4. Click on a Document Title to open it (in the current tab).
  5. Right click / CTRL + click to open a Document in a new tab