Searching in ProjectDox

Searches will only be performed in the projects, folders, markups, and discussion board for which you have access permission.

ProjectDox has a comprehensive and powerful Search tool. The Search tool makes it easier to find information, especially in large sites with many users, projects, and discussions. The search engine can search for objects in the database and return all matches in various fields and properties including metadata, markup text, discussion board, file, folder, and project names, addresses, and more. All versions of a file can be searched.

TheSearch tool is available next to the Home button. 

 To use the Search tool:

1.     Click the Search icon .

·   If selected from the home page the Scope to Search area will only display the radio button to search All Projects. This allows a search of all projects the user has access to.

·   If selected from within a project the Scope to Search will display the ability to search the project you are in or all projects.

 

 Include file metadata in search will only display when the search is performed within a project and when file metadata has been implemented for the project.

  1. Select the desired items from the Include entities in search area. ProjectDox will search all the selected entities.

 You must select at least one entity, or your search will return no matches.

  1. You may select include file metadata in your search. Choosing this option displays the metadata information to search by when searching within a project that has metadata associated with it.

  1. In the Scope to Search area, select your desired scope. When searching at the File level, your scope can be as narrow as searching a single folder or as wide as searching all projects contained in a ProjectDox site.
  2. Click (or press <Enter>). The results display with the keyword or phrase highlighted. Term hit highlighting is supported in ProjectDox so that when you perform a search, all files where this word or phrase exists will display. When you click on a file, you are quickly taken to the page where the first occurrence of the item exists (zoomed and highlighted).

 

  1. When you check the Include file metadata in search checkbox, project specific metadata will be available for selection and searching.

 Support for retrieving File Author and File Description was discontinued after Microsoft Office 2003. The fields are now considered to be legacy due to Microsoft's change of internal file format.

  1. Click the Address/Location Search tab to quickly locate address information from the Project Information screens. The results appear on the bottom portion of the tab once you enter the criteria and click Search.