Finding documents by properties

You can search for documents in the Documents portlet using property values. This method is useful if you know the values of one or more RICOH ProcessDirector job or document properties.

Tips:

  • You can find documents only if they are in the RICOH ProcessDirector database. A step, such as WriteDocumentsToDatabase, that updates the database with document property values must have run in your workflow for the document search function to work.
  • When searching for documents, you cannot search by location because individual documents are not associated with a particular location. Also, documents are displayed for all locations regardless of any location preferences that you or the administrator has set.

To find documents by properties:
  1. In the Documents portlet on the Main page, click By property.
  2. Click the Edit () button.
  3. Define one or more characteristics to use to search for the documents you want to retrieve.
    To see information about any of the search options, click the Image of a button with a question mark on it icon.
  4. Click OK.
  5. To find documents that have other property values, repeat these steps.
    Each new search clears the table and only the results from the most recent search are displayed.
Parent topic: Finding documents in the system