Record/Folder Name

A search can be performed for a particular record, record folder, or record series by its name. You can also search for records, record folders, or record series using the advanced entry name search syntax.

Tip: You can use this search type to filter your results to include only records, record folders, record series, or a combination of these.


Example: To return only records in a search, select the Record checkbox and leave the Entry name empty. When you run the search, only records, of any name, will be returned.

To search for a records management entry by name

  1. Open the Search Pane by clicking the Search button from the toolbar.
  2. From the Records Management Search drop-down menu, select Record/Folder Name.
  3. In the Record/Folder Name search box, select the checkbox next to Record, Record Folder, or Record Series, depending on which one(s) you want to search for, and then enter a name in the Entry name text box
  4. Click Search at the bottom of the Search Pane.

  1. Open the Search Pane by clicking the Search tab.
  2. Click Records Management from the Select a search type drop-down menu. Select the checkbox next to Record/Folder Name under Show, and then click OK.
  3. Select the checkbox next to Record, Record Folder, or Record Series, depending on which one(s) you want to search for, and enter a name in the Entry name text box
  4. Click Search at the bottom of the Search Pane.