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Using the Advanced Search

Use the search box in the toolbar to access the advanced search.
  1. Click Advanced Search icon in the search box then click Advanced Search.

    The Advanced Search screen displays.

  2. Choose a search type:
    • Content: Searches for all types of content
    • Folders: Searches for all folders and containers, such as library folders and data lists
    • CRM Attachments: Searches for all CRM data, if you are using the SkyVault for Salesforce connector

    Note: The search is restricted to the current network.
  3. Enter your search criteria.

    To search by modification date, click the calendar icon to select a date from a calendar.

    To search by the user who last modified the content, enter the appropriate user name in the Modifier field.

    Tip: You can type * to complete a word if you don't know the full word you're searching for. For example, both *resco and alf* will show results for SkyVault..
  4. Click Search.

    All the files and folders found by your search are shown. You can now:

    • Click on a result to open it.

    • Click on one or more of the filter options to switch them on and off and narrow down the search results.

    • Hover over a result and click Actions and select an option from the menu.
      Tip: You can delete a file this way but the search results won't be updated until you run a new search.