Did you know that you can search through the documents that you are storing in UCM? Did you know that you can also use some Wildcard search functions that will help you find your results faster? Below, we have a list a few Wildcard search functions that will allow you to expand the traditional search results.
By default, when you use Attachment Text as your search criteria in Global Search, UCM is performing an "Exact Match" search. That means that if you search for term (A), you will only receive back results for that exact word (B).
By including any of the following Wildcards to the end of our Search Criteria, we can expand our results to show us more of what you may have been looking for.
To see how these wildcards can be used, lets continue with term as our search criteria.
By searching for "term*" and using the asterisk Wildcard, we will see results for not just term, but also terms, termination, terminology, etc. This will give you the most additional results, but if used with a root word that is too common, can give too many results.
By searching for "term?" and using the question mark Wildcard, we will see results for not just term, but also terms, since the ? allows for a SINGLE additional letter to be added to our search results. This can also be used for more than just plurals though, for instance, "bus?" would return results for busy, bust, or bush.
Finally, by searching for "ter~" and using the tilde Wildcard, we will see results for anything that is similar to "ter", like term, per, her. This Wildcard is not used quite as often, but can be especially useful for finding names or locations when you aren't sure of the exact spelling.
Accessing your Document
Once you've run your search, you can access the Contract Container from the links in the Title (A) column, which will allow you to download the document from the Container's Attachment Tab. You can also open the document in a separate browser tab using the link in the Field Type (B) column.
Depending on the type of document it is, your original search values may appear highlighted inside the document when you view it in the separate tab. However, if they do not, you can use the document search bar at the top (C) to search through the specific document, since you know the term or phrase you are searching for is definitely a part of that document.