Using Document Search to Find a Document

Overview > Kuali Financials Document Fundamentals > Basic Document Operations

Using Document Search to Find a Document

Doc Search allows you to search for a document you want to view or work with.

1. Click Doc Search button.

2. Enter search criteria.

3. Click Search button.

4. Click the document ID link to open the document, the Initiator ID link to retrieve a workflow user report, or the Route Log icon to view the workflow status.

Document search criteria field definitions

Field	Description
Date Created from/to	Enter or select from the calendar tool the range of document creation dates to search. You may select the From date only, the To date only, or both.
Document Description	To search for documents containing a particular description, enter the description.
Document ID	Enter the numeric document ID assigned by the system.
Document Type	Document type. Enter the document type or select it from the Document Type lookup. If you change the Type entry and move the cursor to another field, the system displays fields appropriate to the type of document you have specified.
Initiator	User ID of the document initiator. Enter the user ID or select it from the Person lookup.
Name this search (optional)	To save the search criteria for future use, enter a name for the search. All saved search are accessed via a list at the top of the document search screen.

lightbolb-small Using Wildcards (*) in the Search Criteria: The use of asterisks in the search criteria allows you to perform pattern matching. To search for documents containing a string of characters in alphanumeric fields such as Document Title, you may enter a character string in the search criteria accompanied by asterisks. For example, enter '*test' to search for a document title that ends with the word 'test'. Enter 'test*' to search for a document title that begins with the word 'test'. Enter '*test*' to search for a document title that has the word 'test' somewhere in the document title.

go-arrow-red For information about advanced features of the document search, see Advanced Document Searches.