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- Select System Setup from the Administration menu. This will open the File Cabinet window if it is not open, or bring it to the front if it is already open.
- Select the folder/document type for which you would like to create a Global Find in the navigation tree of the File Cabinet window.
- Click New and select Find. The new find properties will be displayed in the right-side display area of the File Cabinet window.
- Type a Name for the Global Find in the Name field.
- Type or select a Category name in the Category field. When the Global Find is saved, the Category name will appear as a sub-menu under the Finds menu in the desktop client. The saved global find will appear in this sub-menu.
- Optional: Type a shortcut key combination in the Shortcut field. Shortcut key combinations provide users with a fast way to open the Global Find.
- Optional: Check the Always reset find appearance on load checkbox force the find to use the appearance profile stored in the database every time it is opened by a user.
- Optional: Check the Show in context find menu to allow the global find to appear to users in Context Menus in the desktop client.
Note: Only Finds based on Digital Resources can be shown in the Context Find menu. - Assign access privileges to the Global Find by clicking the Allowed To Use checkbox for each user or group you want to allow to access the Global Find. Users without access privileges will not see the Global Find.
Tip: Make sure that users who you provide access to the find also have access to the form on which it is based. - Click Save. This will save the new Global Find to theVirtual Ticket database and display the Global Find within the structure grid of the File Cabinet window.