Search for contract documents

You can use the contract file search to search all documents associated with the contract including communication attachments. Users can only view documents that their contract roles allow them to view.

To view all contract documents:

1. Navigate to the home page of the contract whose documents you want to view.

2. Click and select File Search from the menu.

   Alternatively, you can access the Contract File Search from the Project/Dept Summary page. Click the drop-down arrow for the required contract, and select File Search from the menu.

   The Contract File Search page is displayed.

3. Click the icon.

   The Contract Library page is displayed listing all contract documents.

To perform a refined search for a contract document:

4. Navigate to the home page of the contract whose documents you want to view.

5. Click and select File Search from the menu.

   Alternatively, you can access the Contract File Search from the Project/Dept Summary page. Click the drop-down arrow for the required contract, and select File Search from the menu.

   The Contract File Search page is displayed.

6. Enter values as required for the relevant search criteria.

Option	Description
Search In	Select the type of the documents you want to search for: Contract and all Communications, All Communications, Contract Only or by communication template.
Date File Added From	The start date for your search. The end date is by default the current date.
File Added By	Select a user to find contract documents added by them.
Search On	Select Document Name (default) or File Reference.
Criteria	This option refers to the text you enter in the Search For field. Select whether you want the search to return results which Begins With, Contains or Equals the text you enter in the Search For field.
Search For	Enter search text in the field. Tip Enter the % character to perform a wildcard search, e.g. % by itself to return all results or man% to return all results beginning with man.

Example: If you want to search for a contract document where the name begins with Well:

Example: If you want to search for a contract document where the name begins with Well:

• Select File Name from the Search On drop-down list.

• Select Begins With from the Criteria drop-down list

• Enter Well in the Search For field.

7. Click Search.

   Contract documents matching the search criteria are displayed.

Access to contract documents depends on user permissions.

• Documents that are visible on the Contractor Portal can be identified by the icon.

• Documents that cannot be seen on the Contractor portal can be identified by the icon.

• Confidential documents can be identified by the icon.