When you click on the Document Details button on the main switchboard, TIMS3 will display the documents form in the search or find mode, with the current project set as the default search criteria. You can clear this as well as any other entered search criteria by clicking on the Clear Grid icon.
You may key in additional search criteria or filters in any single or combination of the fields in the Document, Details, Custom or Index tab positions in the form. You can switch from the common information to either the type-specific details, the custom fields, or to the index information by clicking on the corresponding tabs on the top of the form. When you have finished defining your search criteria, you must click on the Refresh Query icon to allow TIMS3 to display the search results in the review mode. You would then use the record navigator controls at the bottom of the form to move to the required document record.
You can then edit, duplicate or delete the displayed document information, or create a new document by selecting the appropriate icon.
If you do not want to search for document information, but rather create a new document, you must click on the Cancel icon, exit out of the Find mode, and then click on the Insert icon.
If you are in the Review, Insert, Edit, or Duplicate modes, you can search for another document by clicking the Query by Form icon.
Wildcard characters such as "*" may be used in any of the fields to allow, for example, the searching for documents that have a specific word in the title. For details on the use of wildcard characters, refer to Appendix 1.
When the search operation is complete TIMS3 will display the matching document records in the Document Review mode as shown below. You can scroll through the various records found by using the record navigator controls. You can also switch to the Datasheet View by clicking on the Datasheet icon to view multiple records, with one document record displayed per line.
