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How to Search

Content 7 lets you search on many data points, including name and id. number.  The following example shows a simple search by a person’s name for related documents.


1. If you are off-campus, connect to the Middlebury VPN.


2. Click the yellow dot icon on your desktop to open Content 7, and log-in using your Middlebury username/password.    


3. Click “Documents” from the Content 7 toolbar to open the Content Explorer.



4. To search by, e.g. name, click on the drop-down menu that says “Const ID”, and select “Const Name” to search by a person’s last name.


5. Set the second drop-down menu to “starts with”.


6. Type a person’s last name into the blank field to the right of the other two fields, and click "Go":

     


7. Open documents from the search results by double-clicking on a row.


8. Use “Const ID” from the first drop-down menu to search by Id. number, etc.


9. Other search options include Designation Name, Fund, and date range.


Advanced Search
Content 7 allows you to do advanced searches which can include multiple conditions.  A condition acts like a true-or-false question. If the answer to the condition is true, the document appears in the results.  For example: “Search for documents in THIS date-range, but only if the documents are attached to THIS fund.


1. Click on the Search tab:




2. Set-up the variables of your advanced search by clicking on the green plus sign:


3. Select conditions from the drop-down menus:


 

Choose from the following options in the drop-down menus:

A search constraint, such as date, a document key, or a custom property.

A search type, which allows you create a prompted or variable search.

A search field specific to the constraint and current view selected.

An extensive list of operators that evaluates the field against the value.


4. After you define the search conditions you want to apply, you can group or reorder the conditions, and save searches performed with your filters. The search evaluates the conditions in the order in which you define them. You can save a multiple condition search as a filter.