Search Results

The Search Results window lists the files matching the queries you have searched.

This page discusses:

Columns

The following details are available for each document that appears in the Search Results window:
AttributesDescription
NameThe name of the document.

Title

The title of the document.
TypeThe type of document based on its native Microsoft Office application.

Revision

The revision number of the document.
FileThe name of the file attached to the document
OwnerThe name of the user who owns the document.
Version The version number of the document.
StateThe state of the object in its lifecycle as stored in 3DEXPERIENCE.
DescriptionThe description of the document.
PolicyThe type of policy of the document as stored in 3DEXPERIENCE. Its default value is "Document Release."
Locked By The user who has locked the document.
State The state of the document.

From the Search Results window, you can expand a main object to view its latest version and an older version. You can see a different context menu for these objects as follows:

  • Main object or document- Open, Download, Update, Lock/Unlock, Delete, Revisons/Versions, and Attributes
  • Latest version- Open, Download, Lock/Unlock, Delete this version, and Delete All Versions
  • Older version- Open and Download

Actions

You can right-click a document in the Search Results window and perform any of the following actions:
Action Description



Open

To open a document to view and update in Microsoft Office. See Opening a Document from 3DEXPERIENCE



Update

To upload files to a selected document. The files with the same names as in the selected document are updated. Files with different names from the selected document are uploaded.



Download

To download documents from 3DEXPERIENCE to your system.

Required access roles: Author, Leader, Owner, Contributor, Reader



Delete

To delete the last revision of the document.

Required access roles: Author, Leader, Owner



Revise

To perform either of the following operations:



  • Revise with files: This creates a new revision of the document containing active files, and the latest versions of the files attached to the previous revision. See Creating a Document Revision


  • Revise without files: This creates a new revision of a document with no attached files. See Creating a Document Revision
Important: This option is only available for objects that are in the RELEASED state in their respective lifecycles.



Revisions

To preview document revisions and versions for each document object.

Document objects are managed by revisions; the files attached to document objects are managed by version. See Viewing Revision and Version Information.



Attributes

To preview managed attributes, which are properties saved within 3DEXPERIENCE about each document, such as Access Type, Check-in Reason, Description, Designated User, File Version, Internal Name, Lock Status, Language, Locker, Originator, Owner, Policy, Revision, State, Title, Type, Vault, Version, and Version Date. See Viewing and Modifying Attributes.

Note: These properties are different from file properties.