The following procedure can be used after Microsoft Word add-ins are installed. For more information about installing add-ins, see the prior section Installing Office Add-Ins. This feature is very similar to the search option offered in the SDMS Documents application.
>> To locate a document in SDMS
| 1. | After you open a Word document, you can locate a document using the SDMS database. |
| 2. | Click on Browse SDMS. The Browse SDMS menu appears on the right. |
| 3. | You can: |
| • | Click the Favorite Views  icon and select from existing views which are saved filters. |
| • | Click the Add Filter  icon to create a filter for documents based on categories such as projects, file types, users, and/or keywords. Select the relevant item from the appearing selection box. |
| • | Click on the Filters  icon, to display documents according to properties such as recognition statuses, flags, date ranges using from and to, and so on. Make selections using the drop-down menus. |
For more information about searching for documents, refer to section Managing Documents.
| 4. | To save a filter after you add it, click the Favorite Views icon and select Add View. In the resulting dialog box, type descriptive text in View Name and click OK. |
| 5. | After you locate documents using the search options, you can view some file information by moving the mouse over the file name. View content by using the arrow next to the file name and selecting Open Copy. For descriptions of the other options such as Check Out, Save Copy, and Import Data, see the next section Working with a Browsed Document. |
| 6. | You can use the Search  icon which is a full text search similar to using Internet search engines to locate pages containing a word or phrase. In other words, you can search for documents according to keywords or specific text that they contain. You can refine a search further using the same types of search criteria available in Browse SDMS, that is, categories and properties such as project, file type, user, and creation date range. |
| 7. | Alternatively, you can upload a new document into SDMS and then open it in your MS Word application. Click the File Upload  icon to launch the Upload Files window. For more information about uploading files into SDMS, see section Uploading Files using Incoming Queue. |