Document number: 18243

 

There are two ways to locate a document in Documentum. You can search using specific criteria or browse using Windows Explorer, Desktop Client or an integrated Microsoft Office application (also referred to as Integrations). For information on browsing using a Microsoft Office application, click here. For information on searching, click here.

To browse a docbase using Windows Explorer or Desktop Client:

1. Open Windows Explorer or Desktop Client and log in to the appropriate docbase. For more information, see Eureka! document 18081 — How to log in to Documentum.

2. Double-click a cabinet or folder to open it.

3. If using Windows Explorer, click the plus sign next to a cabinet or folder to expand it and see a list of its contents.

4. If you are unsure where the desired document resides, click here for information on searching.

 

 

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Browsing a docbase using Integrations

1. Open the appropriate Microsoft Office application.

2. Click the File menu and select Open from Docbase.

3. When prompted, select the appropriate docbase.

4. Double-click a cabinet or folder to open it.

5. If you are unsure where the desired document resides, click here for information on searching.

 

Click here to go back to the beginning of this document.

 

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Searching

1. Open Windows Explorer or Desktop Client and log in to the appropriate docbase. For more information, see Eureka! document 18081 — How to log in to Documentum.

2. Click the Tools menu and select Find > Documentum Items.

3. Select the object type that you are searching for, for example, Document.

4. Enter your search properties (criteria). To add additional properties, click Add Property.

5. Click Find. A list of documents that match the specified criteria (if any) will appear.

6. From this screen you can perform several actions. A few examples are listed below:

   • Select the document and click Locate to view the document's location.

   • Select the document and click View, then Normal to view the document.

   • Select the document and click Edit to edit the document.

   • Click Save to save the search criteria for future use.

7. Click Close to exit the search window.

 

Click here to go back to the beginning of this document.

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2004 All rights reserved.
Created: jw 12/26/2001
Reviewed: jw 09/24/2004