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Document Search Enhancements in Release 12.1 - New Features for Effective Searches

Discover the latest enhancements in Document Search with Release 12.1 including improved search options, flexible date ranges, and My Purchase Orders functionality. Save searches, view Next & Previous documents easily, and navigate seamlessly with the updated features.

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Document Search Enhancements in Release 12.1 - New Features for Effective Searches

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  1. New Features in Release 12.1 (March 25, 2012)

  2. Release 11.3 New Features • History Tab will be removed (Document Search replaces History Tab) • Document Search Improvements

  3. History Tab will be removed Document Search replaces History Tab • Document Search was introduced with last release (11.3) on November 6, 2011. It was a new and much faster way of performing your history searches. • With 12.1 • The History Tab will be removed and Document Search Tab will now be used for search functionality • All document types can be searched in Document Search • Document Search provides: • Two ways to search Simple Search and Advanced Search • Search for Documents through Quick Search • New flexible date range options for searching for documents • My purchase orders • Saving and re-running queries • View “Next and Previous” documents through search results

  4. Document Search History Tab has been removed. All search are now done using the Document Search Tab Link to Advanced Search Single entry box to search for PRs/Carts and POs Flexible date options

  5. Document Search Improvements With the 12.1 release you will see the following improvements to Document Search • New Simple Search Options • Search by user name, first name, last name, or email address • My Purchase Orders • New Advanced Search Options • Dollar Amount – You can now select greater than, less than, or a specific dollar range within which you want to search for documents. • Product Flags–This allows you to search for or filter your search on documents that contain a specific product flag. (e.g. Radioactive, Hazardous, Recycled) • Quick Search • The ability to organize and save Document Searches • Users can create/manage personal folders for organizing their saved searches. • Improved navigation between documents “Next and Previous”

  6. Improved Simple Search You cans search by user name, first name, last name, or email address Flexible date options Search Results Example: My purchase orders link

  7. New Document Search – Advanced Search Document Search navigation tab to the right of History Search Options: Number, Owner, Supplier and Item Link to Simple Search Flexible date options

  8. Quick Search Quick Search Document Search navigation tab to the right of History Single entry box to search for PRs/Carts and POs

  9. New Document Search Saving and re-running Searches (queries) • Searches can be saved and executed at any time. Saved searches use relevant date information (instead of static dates like history searches use). For example, if you save a search for all POs for the last 7 days, it will show exactly that, no matter what date it is executed. Saved searches are accessed through the Document Search tab, and are saved by name and description. NOTE: Currently, searches are only saved on a “per user” basis and cannot be shared or saved globally. Save Search Button

  10. New Document Search Saving and re-running Searches (queries) • Executing a saved search via the document search tab and the saved searches searches link List of Saved Searches Folders Select the save query and click the Go button

  11. New Document Search Results Using Quick View and Next & Previous Links • Quick View allows users to look at a document (requisition/carts or purchase orders) without having to open it fully. This view provides a read-only view into a document. When using the quick view you now can scroll through your results using a Next & Previous link. This will prevent you from having to go back to your search results only to click on the next one in line to view it. Quick View Icon

  12. “Next & Previous” Return to Search Results Link Next & Previous Links View and Next & Previous Links

  13. M-marketsite Help and Support • The M-marketsite is supported by the ITS Service Center • E-mail: 4HELP@umich.edu • Phone: 734-764-4357 • Training information for the M-marketsite is located on My LINC. • Procurement Website - “M-marketsite Page” • http://www.finance.umich.edu/procurement/howtobuy/mmarketsite • The web site has Browse Only and Release Information

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