Search helps you quickly find files or locations without needing to browse or rely on recently used files or favourites.
You can search for files or locations in DMS Next, using the:
- Search tab, found in the top navigation bar.
- Search this location, found in the right-click context menu in the tree view.
- Find a location, found in the right-click context menu in the tree view.
To learn how to troubleshoot search results, including what to do if you're not seeing the results you expect, see No search results found.
Search tab
The search tab provides the most comprehensive way to search for documents, emails and locations across the SharePoint, Teams and OneDrive locations you have permission to access.
The search tab contains three inner tabs that are specific to each type of item you'd like to search for, allowing you to search on properties specific to that type:
- Documents
- Emails
- Locations
Documents
Criteria Options
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Search in: Selection of SharePoint tenant and/or OneDrive locations
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| Last modified: Time it was last updated | |
| Document Type: Office application type | |
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Specify: Enter any file type extension e.g. ".txt" Includes: Folders/Document sets-(de)select folders and documents sets from the results |
Emails
Searching for emails may require MacroView provisioning to setup email prepared locations. See more...
MacroView Mail will be required to capture email properties. See more...
Criteria Options
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Search in: Selection of SharePoint tenant and/or OneDrive locations
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Subject: Search text in the subject property of an email To/From/CC: Email account names Received Time: Email received in the Inbox Has Attachment: Emails that contain attachments |
Locations
Criteria Options
Searching for a location title in the SharePoint or OneDrive tenant.
| Search in: Selection of SharePoint tenant and/or OneDrive locations | |
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Type: Location type from Hub to folder locations
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Last Modified: Creation or last used date
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Search this Location
You can use "Search this Location" to restrict search results to a specified location in the tree.
After selecting Search this Location, the Search tab will be displayed with a toast notification notifying you that search results will be restricted to the chosen location.
The toast notification also contains a "Clear" button, which can be used to remove the restriction.
Find a Location
Find a Location can be used to search for locations nested in the tree.
After selecting Find a Location, a modal window will appear allowing you to specify the type of location to find, for example, a site, document library or folder, as well as the date it was last modified.