Who is this article for?

Ideagen EHS User searching for a document.

Access to view document is required.

This outlines how to search or find a document in the Document Management module.

1. Searching for a Document

2. Advanced Filter Search

3. Reset Search Filters

4. Further Reading

1. Searching for a Document

1. Click on the Documents icon.
2. Click on the Document Management menu item.
3. Click on the Manage Documents menu item.

4. To find a document, users can start typing text into the Find Document box.

2. Advanced Filter Search

5. Select the Advanced Filter button.
6. The system will generate an additional search option; enter keywords to search for a document.
7. Select the Apply button to search for a document.

3. Reset Search Filters

7. Select the Reset button to remove search filters.

4. Further Reading

• View Document History and Audit Trail
• View Archived Documents