Text searches locate file plan items based on the occurrence of search terms. You can enter the ID of the item, or text contained in the name, description, or comments for the item.
Records are critical assets that need to be stored for a certain period of time. Terminology, client names, and key contacts can significantly change during this period, making it difficult to locate old records. A thesaurus helps to relate the nomenclature used in old information with current information and ensures that critical information isn't overlooked due to a change in nomenclature.
NOTE: The thesaurus expansion feature is enabled by default when performing text searches. It can be disabled by prefixing “=” to the search term.
For example—a text search for “iManage ” returns related terms, which appear in the Thesaurus Expansion tab. But, a text search for “=iManage ” doesn't return any related terms.
To perform a quick search for an item:
In the Search bar, enter the word or phrase you want to find.
To specify a different scope for your search, select another scope button. Alternatively, use the following keys to specify the scope:
Select Search.
The search results open in the List pane.
NOTE: The progress bar at the end of the pane shows the status of the search. To cancel a search in progress, select Stop.
To view terms that are related to the search terms, select the Thesaurus Expansion tab in the Preview pane.
Continue with Customize Search Results.