Documents Search

The Document Search allows users to find specific documents by entering keywords or criteria in the search bar. Results are displayed instantly, and users can apply filters, Metadata and Document, Document Content Only, and Metadata Only, depending on the type of information they are seeking.

Users can perform two types of searches for documents:

• Cross Room Search: This is used during document searches to retrieve documents across multiple studies or rooms in a single query, eliminating the need to navigate each room individually. It ensures efficient, comprehensive searches by applying filters and criteria across all accessible rooms.
• Document Search in Trial Interactive allows users to efficiently locate specific documents by applying various filters and criteria. Users can search within document content, metadata, or both. To narrow down results, users can select the Limit search to the current room checkbox to search only within a specific room.

To perform the document search, follow the steps below:

1. Navigate to the Home Page or the required Trial Interactive room.
2. Click the Search icon next to the username menu to open the Search pop-up.
3. From the dropdown menu in the Search pop-up, choose Document options:
   • Documents
   • Rooms
   • Sites
   • Queries

   Contacts

   
4. Enter the specific document name in the Search box. The system begins the search automatically as you type.
5. Results matching the entered criteria will appear in a grid view, below the Search box.

   Refer to the screenshot below:

   
6. Hover over the Document icon to preview the documents.
7. Check the checkbox next to the document icon to open the Metadata panel in the right pane.

Refer to the screenshot below: