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pm:search_policies [2020/07/01 20:56 UTC] – [Search Policy Form Navigation] jsantoro | pm:search_policies [2020/07/01 21:10 UTC] (current) – capitalize headers mwolfe |
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===== Navigation ===== | ===== Navigation ===== |
==== go to policy in the table of contents ==== | ==== Go to Policy in the Table of Contents ==== |
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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. | 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. |
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==== edit a policy ==== | ==== Edit a Policy ==== |
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To edit a policy double-click the desired policy's search result row. This will open the [[pm:policy_detail_form|Details form]]. | To edit a policy double-click the desired policy's search result row. This will open the [[pm:policy_detail_form|Details form]]. |
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==== search within a single document ==== | ==== Search Within a Single Document ==== |
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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. | 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. |
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