Users on Asite can search file records using different search and filter options in the files listing area.
Click the search box at the top right and type in your search query.
You can choose what file information you want to search through including the body content of your files:
Metadata Only: This option is selected by default and cannot be deselected. It allows you to search files based on their metadata (i.e. attribute data).
File Content: This option enables you to search for keywords within the body content of your files.
Note: If searching with a keyword in file comments listing areas or file distributions listing areas, the 'Files Content' option would not be available to select.
To run a more specific search, you can mouse over the relevant column header and enter/select the necessary search filter criteria. For example, to search for a file with its doc ref, go to the column header for 'Doc Ref'. Next, mouse over the column header for 'Doc Ref' and click the search icon next to it, then type the search keyword as required. This will filter the files with 'Doc Ref' matching the search keyword entered.
Further, you can create search filters by applying single or multiple filter criteria. Click here to learn more.
Following is a list of standard filter fields for files along with their descriptions.
Filter Name | Filter Description |
Active / Inactive (Multiple Choice) | Filter information related to files which are active or inactive. It populates a searchable dropdown list of possible or suggested options for the selected filter from which one or more options can be selected individually. Available Options - 'Active', and 'Inactive'. |
Activity Locks (Multiple Choice) | Filter information related to files having selected activities locked on them or otherwise. It populates a searchable dropdown list of possible or suggested options for the selected filter from which one or more options can be selected individually. Available Options - 'Blank(--)', 'Commenting', 'Edit Attribute', 'File Distribution', 'Revision Upload', and 'Update Status'. |
Assigned By (Multiple Choice) | Filter information related to files with tasks assigned by selected users, listed based on their organization. It populates a searchable dropdown list of possible or suggested options for the selected filter from which one or more options can be selected individually. |
Assigned By Org (Multiple Choice) | Filter information related to files with tasks assigned by users from selected organizations. It populates a searchable dropdown list of possible or suggested options for the selected filter from which one or more options can be selected individually. |
Assigned Date (Date Picker) | Filter information related to files having tasks assigned within a selected time range/date range (from a calendar), or a date selected from a calendar. It populates a list of radio button options for the selected filter from which you can choose any option. You can then enter additional details to filter the list as required. |
Associated Form (Textbox) | Enter a form ID as a search keyword and filter information related to files with associated forms matching that form ID. It populates a text box wherein you can enter the required search content. |
Associations / Attachments (Multiple Choice) | Filter information related to files with attachments and/or associations based on the selected filter options, if any. It populates a searchable dropdown list of possible or suggested options for the selected filter from which one or more options can be selected individually. Available Options - 'Associated Revisions', 'Associated Discussions', 'Associated Files', 'Associated Forms', 'None', 'Secondary File'. |
Checked Out (Multiple Choice) | Filter information related to files checked out or not checked out. It populates a searchable dropdown list of possible or suggested options for the selected filter from which one or more options can be selected individually. Available Options - 'Checked Out', 'Not Checked Out'. |
Comment Creation (Date Picker) | Filter information related to files having tasks assigned within a selected time range/date range (from a calendar), or a date selected from a calendar. It populates a list of radio button options for the selected filter from which you can choose any option. You can then enter additional details to filter the list as required. |
Comment Creator (Multiple Choice) | Filter information related to files with comments created by selected users, listed based on their organization. It populates a searchable dropdown list of possible or suggested options for the selected filter from which one or more options can be selected individually. |
Comment Status (Multiple Choice) | Filter information related to files with comments, in read or unread status. It populates a searchable dropdown list of possible or suggested options for the selected filter from which one or more options can be selected individually. Available options - 'Read', 'Unread'. |
Comment Title (Textbox) | Enter a word or a phrase as a search keyword and filter information related to files with comment titles matching that particular text. Populates a text box wherein you can enter the required search content. |
Completion Date (Date Picker) | Filter information related to files having tasks completed within a selected time range/date range (from a calendar), or a date selected from a calendar. It populates a list of radio button options for the selected filter from which you can choose any option. You can then enter additional details to filter the list as required. |
Date (Date Picker) | Filter information related to files published within a selected time range/date range (from a calendar), or a date selected from a calendar. It populates a list of radio button options for the selected filter from which you can choose any option. You can then enter additional details to filter the list as required. |
Distributed (Multiple Choice) | Filter information related to files that are distributed or not distributed. It populates a searchable dropdown list of possible or suggested options for the selected filter from which one or more options can be selected individually. Available options - 'Yes', 'No'. |
Doc Ref (Textbox) | Enter a document reference as a search keyword and filter information related to files with their 'Doc Ref' matching that text. Populates a text box wherein you can enter the required search content. |
Doc Title (Textbox) | Enter a document title as a search keyword and filter information related to documents with 'Doc Title' matching that text. Populates a text box wherein you can enter the required search content. |
Doc Type (Multiple Choice) | Filter information related to files based on their type. It populates a searchable dropdown list of possible or suggested options for the selected filter from which one or more options can be selected individually. Available Options - 'Document', 'Emails Only', 'Placeholder'. |
Email CC (Multiple Choice) | Filter information related to files published via aMail Outlook plugin and chosen email addresses cc'd when they were sent for publishing. It populates a searchable dropdown list of possible or suggested options for the selected filter from which one or more options can be selected individually. |
Email Date (Date Picker) | Filter information related to files published via aMail Outlook plugin within a selected time range/date range (from a calendar), or a date selected from a calendar. It populates a list of radio button options for the selected filter from which you can choose any option. You can then enter additional details to filter the list as required. |
Email Importance (Multiple Choice) | Filter information related to files published via aMail plugin for Outlook with the email importance as high, low or none. It populates a searchable dropdown list of possible or suggested options for the selected filter from which one or more options can be selected individually. Available Options - 'Blank(--)', 'High', 'Low'. |
Email Originator (Multiple Choice) | Filter information related to files published via aMail Outlook plugin and which had originated from selected email addresses. It populates a searchable dropdown list of possible or suggested options for the selected filter from which one or more options can be selected individually. |
Email Recipients (Multiple Choice) | Filter information related to files published via aMail plugin for Outlook and that was sent to selected recipient email addresses. It populates a searchable dropdown list of possible or suggested options for the selected filter from which one or more options can be selected individually. |
Email Type (Multiple Choice) | Filter information related to files published via aMail Outlook plugin and having selected email type. It populates a searchable dropdown list of possible or suggested options for the selected filter from which one or more options can be selected individually. Available Options - 'FWD', 'Original', 'Response'. |
File Name (Textbox) | Enter a file name as a search keyword and filter information related to files with names matching that text. Populates a text box wherein you can enter the required search content. |
Flag (Multiple Choice) | Filter information related to files having their flag set as high, low, medium, or none. It populates a searchable dropdown list of possible or suggested options for the selected filter from which one or more options can be selected individually. Available Options - 'High', 'Low', 'Medium', 'No Flag'. |
Folder Path (Textbox) | Enter a folder path as a search keyword and filter information related to files matching that particular folder path. Populates a text box wherein you can enter the required search content. |
Include Subfolders (Multiple Choice) | Filter information related to files by including subfolders or without including subfolders. It populates a searchable dropdown list of possible or suggested options for the selected filter from which one or more options can be selected individually. Available Options - 'Yes', 'No'. |
Last Status Change (Date Picker) | Filter information related to files with their status last changed within a selected time range/date range (from a calendar), or a date selected from a calendar. It populates a list of radio button options for the selected filter from which you can choose any option. You can then enter additional details to filter the list as required. |
Last Updated (Date Picker) | Filter information related to files last updated within a selected time range/date range (from a calendar), or a date selected from a calendar. It populates a list of radio button options for the selected filter from which you can choose any option. You can then enter additional details to filter the list as required. |
Linked Files (Multiple Choice) | Filter information related to files linked to some other project folder, or that has links in some other project folder, or exclude all linked files. It populates a searchable dropdown list of possible or suggested options for the selected filter from which one or more options can be selected individually. Available Options -'Exclude Linked Files', 'Only Linked Files', 'Source of Linked Files'. |
Message ID (Textbox) | Type in a message ID (i.e. a comment ID) as a search keyword and filter out information related to files with comments matching that particular message ID. Populates a text box wherein you can enter the required search content. |
Originator Org (Multiple Choice) | Filter information related to files having originator organisation from selected organisations. It populates a searchable dropdown list of possible or suggested options for the selected filter from which one or more options can be selected individually. |
Public / Private (Multiple Choice) | Filter information related to files marked as private or otherwise (i.e. public). It populates a searchable dropdown list of possible or suggested options for the selected filter from which one or more options can be selected individually. Available Options - 'Private Only', 'Public Only'. |
Publisher (Multiple Choice) | Filter information related to files published by selected users listed based on their organization. It populates a searchable dropdown list of possible or suggested options for the selected filter from which one or more options can be selected individually. |
Publisher Organisation (Multiple Choice) | Filter information related to files published by users from selected organizations. It populates a searchable dropdown list of possible or suggested options for the selected filter from which one or more options can be selected individually. |
Purpose of Issue (Multiple Choice) | Filter information related to files having selected purpose of issues assigned to them. It populates a searchable dropdown list of possible or suggested options for the selected filter from which one or more options can be selected individually. |
Recipient (Multiple Choice) | Filter information related to files distributed to selected recipient users, listed based on their organization. It populates a searchable dropdown list of possible or suggested options for the selected filter from which one or more options can be selected individually. |
Recipient Org (Multiple Choice) | Filter information related to files distributed to recipient users from selected organizations. It populates a searchable dropdown list of possible or suggested options for the selected filter from which one or more options can be selected individually. |
Recipient Task (Multiple Choice) | Filter information related to files distributed with selected tasks assigned to its recipient users. It populates a searchable dropdown list of possible or suggested options for the selected filter from which one or more options can be selected individually. |
Reference Files (Textbox) | Type in text from a reference file name as a search keyword and filter information related to files published as a reference to any other existing files published via aMail Outlook plugin having their file information matching that particular text. Populates a text box wherein you can enter the required search content. |
Rev (Textbox) | Enter a revision number as a search keyword and filter out information related to files matching that particular revision number. Populates a text box wherein you can enter the required search content. |
Revision Id (Textbox) | Type in a revision ID (part of the file URL when opened in the viewer) as a search keyword and filter out information related to files matching that particular revision ID. Populates a text box wherein you can enter the required search content. |
Revisions (Multiple Choice) | Filter information related to the latest file revision (current set), old revisions (superseded), or both. It populates a searchable dropdown list of possible or suggested options for the selected filter from which one or more options can be selected individually. Available Options - 'Current Set', 'Superseded'. |
Status (Multiple Choice) | Filter information related to files with selected statuses assigned to them. It populates a searchable dropdown list of possible or suggested options for the selected filter from which one or more options can be selected individually. |
Task Due Date (Date Picker) | Filter information related to files having tasks with due dates within a selected time range/date range (from a calendar), or a date selected from a calendar. It populates a list of radio button options for the selected filter from which you can choose any option. You can then enter additional details to filter the list as required. |
Task Status (Multiple Choice) | Filter information related to files having tasks with selected statuses. It populates a searchable dropdown list of possible or suggested options for the selected filter from which one or more options can be selected individually. Available Options - 'Cleared', 'Complete', 'Completed Late', 'Completed on Time', 'Deactivated', 'Incomplete', 'Incomplete and Overdue'. |
Transmittal No. (Textbox) | Type a file transmittal number as a search keyword and filter information related to matching records. Populates a text box wherein you can enter the required search content. |
Ver (Textbox) | Type in a version number as a search keyword and filter out information related to files matching that particular version number. Populates a text box wherein you can enter the required search content. |
Workflow Status (Multiple Choice) | To filter out information related to files having selected workflow statuses. It populates a searchable dropdown list of possible or suggested options for the selected filter from which one or more options can be selected individually. Available Options - 'Archived', 'Cancelled', 'Completed', 'Failed', 'Running'. |
You can also filter files based on custom attribute fields (if applicable). Click here to understand how to filter files using their custom attributes.
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