User guide

Working with the Documents/Records List Window
www.iprotech.com Ipro eCapture User Guide 6-57
877-324-4776 Q1 2014
This box is titled Narrowing Search. For the Job, Custodian, and Project
searches, the dialog will be titled respectively.
2. Either leave the modifier field empty to search through system and
metadata fields. Or click the Modifier Field drop-down list and select
Flag, Language, or Encoding to search on items with or without a
specific flag, language, or encoding.
3. Select a field name from the drop-down Field Name list to search on.
4. Select a Comparison operator from the Comparison drop-down list.
5. Select Search Text from the Search Text drop-down list. Note: If you
are searching for a flag, this option does not apply.
6. (Optional) Click More. Another search row appears where you can con-
tinue to indicate additional criteria. Notice that the Modifier field now
shows additional and/or Boolean operators. When including a modifier,
the Comparison operators will also change.
7. Click OK. The results appear under a separate search tab. You may
right-click the tab to further refine the search.
Conducting an Advanced Search
As indicated in the previous section, when you right-click a Session tab you
can specify exactly what you want to search for. The Narrowing Search dialog
did not have any previous data in it.
However, if you want to start off your search with criteria, such as the Field
Name Author Equals CWilliams, then you would select the record with CWil-
liams in the Author field, right-click the actual value in the Author field column
to display the context menu. When you select Advanced Search, the Narrowing