Search for reference documents and document templates

To search the documents and templates in the reference library:

1. Click Search on the navigation bar.

2. Select Reference Library from the Search menu.

3. Enter the search text or value.

   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.

4. Click the icon or press the Enter key.

   The File Search page is displayed.

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

   • Search Type: Select Files or Document Templates.

   • Search On: Select whether you want to search by File Name or Reference Number.

   • 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.

     Note Searches in AVEVA Contract Risk Management are not case-sensitive.

6. Click Search.

   The documents or templates matching the search criteria are displayed.

   Tip You can also use the A-Z search area to search reference documents by the initial letter of the document name. Click Other to list documents that start with a non-alphabetical character, e.g. numbers. Click All to list all reference documents.

   Search results

   Field	Description
   Document reservation status	Indicates whether the document is reserved for editing.
   Notes	The number of notes on the document.
   Type	Indicates the type of document.
   Ref	The unique reference of the document.
   Name	The name of the document.