Searching in ProjectDox

Searches will only be performed in the projects, folders, markups, and discussion board for which you have access permission.

ProjectDox has a comprehensive and powerful Search tool. The Search tool makes it easier to find information, especially in large sites with many users, projects, and discussions. The search engine can search for objects in the database and return all matches in various fields and properties including metadata, markup text, discussion board, file, folder, and project names, addresses, and more. All versions of a file can be searched.

TheSearch tool is available in the upper right-hand corner. 

 To use the Search tool:

1.     Click the Search button

·   If selected from the home page the Scope to Search area will only display the radio button to search All Projects. This allows a search of all projects the user has access to.

·   If selected from within a project the Scope to Search will display the ability to search the project you are in or all projects.

2.     Type the string you want to search for:

·    Search allows full, exact, and partial word searches. To search a full word, select “any of the words” and type the word and the search engine will return all results where that word is found in its entirety. To search exact terms, select the “exact phrase” check box and type in the exact term you want matched. To search for partial words and phrases, use wildcard characters.

·    If you are searching "any of the words", and enter wind road, you will only get results with the whole word “wind” or the whole word “road”. The search will not find "winding roads" because the whole words “wind” or “road” do not exist in either of those terms in their entirety. If you wanted to return the result "windy roadside", you would use wildcards such as wind* road*. The words DO NOT need to be next to or near each other, just contained in their entirety somewhere in the item being searched. If you don’t want to search for the entire word, use a partial search with a wildcard * or ?.

·    If you search with "exact phrase" selected, the words must be in the exact order and be an exact match. For example, if you search for Admin User, the results will contain "admin user", but not "admin users". There is no need to add double quotes to each end of the search term(s).

·    Search is NOT case sensitive.

·    Wildcard characters do not work when using “exact phrase”; they should only be used with the “any of the words” option.

3. Select the desired items from the Include entities in search area. ProjectDox will search all the selected entities.

4. You may select include file metadata in your search. Choosing this option displays the metadata information to search by when searching within a project that has metadata associated with it.
5. In the Scope to Search area, select your desired scope. When searching at the File level, your scope can be as narrow as searching a single folder or as wide as searching all projects contained in a ProjectDox site.
6. Click search (or press <Enter>). The results display with the keyword or phrase highlighted. Term hit highlighting is supported in ProjectDox so that when you perform a search, all files where this word or phrase exists will display. When you click on a file, you are quickly taken to the page where the first occurrence of the item exists (zoomed and highlighted).

7. When you check the Include file metadata in search checkbox, project specific metadata will be available for selection and searching.

8. Click the Address/Location Search tab to quickly locate address information from the Project Information screens. The results appear on the bottom portion of the tab once you enter the criteria and click Search.