Find

To find documents:

1. Choose one of the following options:

   • In the Search ribbon, in the Find group, click Find or Find in This Folder.

     The Find Documents dialog box appears.

     Find allows you to specify the scope of your search as the current vault, a specified folder, or a collection. Find in This Folder limits the scope of your search to the selected folder as indicated by this icon , which is not necessarily the folder containing the highlighted document. They can be different.

   • Right-click the folder, point to Search, and then select Find or Find in This Folder.

2. If you chose Find in step 1, choose between three options:

   • Select Entire Vault if you want to search the entire vault.

   • If you want to search a folder:

     1. Select This folder.

     2. Select the folder you want to search.

     3. If you want to include sub-folders in your search, select the and subfolders check box.

   • If you want to search a collection:

     1. Select This collection.

     2. Select the collection you want to search.

3. On the Search tab, type all or part of the document name in Name.

   The wildcard characters ? (any single character) and * (any string of characters) are accepted. The effective search criteria will be the combination of the Name criterion and the criteria in the Current criteria list.

   The default criteria in the Current criteria list are properties configured by a System Administrator and criteria that you have used recently.

4. Choose between two options:

   • Select any of the default criteria that you want included in the search.

   • Click Reset.

5. To add a criterion to the list:

   1. Select an option from Property.

      The properties available in this list depend on the vault's configuration and your security privileges.

   2. Select a search condition from Condition.

   3. Type your desired search text in Value.

   4. Click Add to List.

   5. Repeat steps a to d to add more criteria.

   6. Choose between two options:

      • Use the default search operator, OR.

      • Select All these criteria must be met to combine all the selected criteria (AND operator).

6. To search in only specific document types, select them on the Document Types tab as described in Document Types Options.

7. To include documents that are related by Meridian references to your search results, select options on the References tab as described in References Options.

8. Click Find Now to run the search.

   The Search results page appears.

9. To reset all your search criteria and start a new search, click Reset.

To find folders:

1. Choose one of the following options:

   • In the Search ribbon, click Find Folders.

     The Find Folders dialog box appears.

     The default folder search scope is the entire current vault.

     • To limit the scope to a specific folder, select This folder and type its name.

     • To search recursively through its subfolders, enable and subfolders.

   • Right-click the folder, point to Search, and then select Find Folders.

2. On the Search tab, type all or part of the folder name in Name.

   The wildcard characters ? (any single character) and * (any string of characters) are accepted. The effective search criteria will be the combination of the Name criterion and the criteria in Current criteria list.

   The default criteria in the Current criteria list are properties configured by a System Administrator and criteria that you have used recently.

3. Choose between two options:

   • Select any of the default criteria that you want included in the search.

   • Click Reset.

4. To add a criterion to the list:

   1. Select an option from Property.

   2. Select a search condition from Condition.

   3. Type your desired search text in Value.

   4. Click Add to List.

   5. Repeat steps a to d to add more criteria.

   6. Choose between two options:

      • Use the default search operator, OR.

      • Select All these criteria must be met to combine all the selected criteria (AND operator).

5. To search in only specific folder types, select them on the Folder Types tab.

6. Click Find Now to run the search.

   The Search results page appears.

7. To reset all your search criteria and start a new search, click Reset.