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Jeff S102
February 12, 2019

Question About Searching Documents

  • February 12, 2019
  • 1 reply
  • 22 views

Hello

I am wondering if there is a way to search for certain keyword among folders and documents.  For example we are looking at doing diagrams for numerous processes.  We would like to group them by some sort of description.  I would like to see if there is a way I can run a search on just a descriptor and pull the number of processes.  I can run a search to see folders but it doesn't show what is in the folder (that I can tell).  

Thanks in advance.  

    Comments

    Tate S
    Lucid support team
    February 12, 2019

    Hi there

    Thanks for posting in the community! I believe the best way to do accomplish this will be to add custom tags or other attributes to your documents. This can be done by clicking the "more" button with the three dots at the bottom of the document from the documents page. From there click "manage attributes" (see first screenshot). Once you have added attributes to your document you can then search by these (see second screenshot). Hope this helps!