Find documents & folders in Panviva

Users in the Authors role can search for folders, documents or content elements within Panviva based on various search criteria such as name, description, ID, content, and custom properties. The following steps outline how to perform a search:

1. Select the Manager An administrative role responsible for managing workflows, feedback, and document assignments. icon.

   The Document Management window displays.

2. Optional: Under Find, select the preferred search option from the following:

   Find Option	Description
   Name	Find documents by their file name. Useful when you remember the document's title.
   Description	Locate documents by description.
   ID	Find documents by their document ID. Perfect when you know the exact document ID
   Text	Find documents containing specific text.
   Keywords	Search using predefined document keywords. Useful for categorized documents.
   CSH keywords	Search using CSH keywords.
   Any text	Search across multiple fields. Search for Name, Description, ID, Text, and Keywords simultaneously. (where appropriate)
   Image	Find documents containing specific images.
   Custom properties	Find documents with specific custom properties. Note: Only available if custom properties are configured

3. Blank text field: Based on the selected option, either:

   • Enter the search term Such as the name of the document, the document ID number, text within the document or a keyword. or

   • Click Browse for image search.

4. Optional: Use (down arrow)to select one or more of the following filters:

• Select the check boxes as appropriate:

• Find in folder Search within a selected folder

• Exclude sub folders. Omit subfolders from search

5. Click Search.

Manager lists folders/documents that match the search criteria.

View location of search result

You can view the location of a document or folder by selecting it from the search result and clicking in the results table.

Also Read: Export search results to CSV