Differences

This shows you the differences between two versions of the page.

--- pm:search_policies [2020/06/29 22:23 UTC] – add image of form jsantoro
+++ pm:search_policies [2020/07/01 21:10 UTC] (current) – capitalize headers mwolfe
@@ Line 56: / Line 56: @@
 > Title and Summary matches tend to have higher rankings than content matches since they contain fewer words and therefore the matched part makes up a higher percentage of the content.
-===== Search within a single document =====
+===== Navigation =====
+==== Go to Policy in the Table of Contents ====
+To go to a policy's record in the table of contents click the "go to ToC" button ({{:pm:gototoc.png?nolink|}}) next to the result record.
+==== Edit a Policy ====
+To edit a policy double-click the desired policy's search result row. This will open the [[pm:policy_detail_form|Details form]].
+==== Search Within a Single Document ====
 To search inside a single document click on the magnifying glass icon next to the document's search result record. This will temporarily convert the document to a pdf, open it in PDF-XChange Editor (PdfXe), and highlight all matches within the document. You can then use the PdfXe search panel to perform full-featured searches within the document. [[https://help.tracker-software.com/pdfxe8/|See the PdfXe manual]] for more information on search.