Use the Search Function

This article will show you how to use the Search function.

Instructions

1. Sign in to your solution if you have not already
2. Ensure that you are viewing your Dashboard homepage
   
   
   Note: You can perform a search from the Meetings and Events modules as well.
3. Click the Search bar
   
4. Enter keywords into the Search bar to perform a simple search
   
5. Or click the Advanced Search option to run a more complex search
   
6. Select and apply the desired Advanced Search filters
   
   • Search: Like a simple Google search, input keywords to find items
   • Tags: Enter or select a tag to only find items with that tag
   • Module: Select to only find items from a specific module
   • User/Originator: Select to only view items created by a specific user
   • Start Date: Select a Start Date to only view items occurring after a specific date
   • End Date: Select an End Date to only view items occurring before a specific date
     
     Note: You can also select predetermined Date Ranges, including Today, Yesterday, Last Seven Days, Last Thirty Days, This Month, and Last Month.
7. Click the green, rectangular Search button to run the search, or click the blue, rectangular Clear Filters button to reset the search filters
   
8. All Results found will appear below the Search bar row of Advanced Search filters
   
   
   Note: If you have applied Advanced Search filters, you may see additional options to further narrow down the Results found by type.
   

   • Show All: Show all result types
   • Agendas: Show only agendas
   • Items: Show only items
   • Agenda Files: Show only agenda files
   • Attachments: Show only attachments