A step beyond simple Title, Author, and Date filters, Advanced Search enables users to combine multiple layers of search criteria relating to document type; date of expiration, creation, or update; status; and content keywords. Once you’ve defined your search, results can be viewed by exact or partial matches. You may also choose to show results excluding the terms you’ve defined.

Follow these steps to perform an advanced search:

  1. From the Document List, click Advanced under the default document search field.
  2. Choose how you’d like Octiv to match and display the results of your search by clicking All, Any ,or None.
  3. Create a layer of search criteria by selecting the desired categories and values from each field’s dropdown menu. Use the plus and minus icons to add or delete criteria.
  4. Click Search.

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