Search

The Search feature helps you quickly find certain entries within your vault(s). The Advanced Search is useful for more specific inquiries because it lets you add filters to the search.

Search button
Search button

The Search feature screen has a Recently viewed section that shows entries that were used recently. There is also a Clear Recent Entries button to clear those results.

Recently viewed
Recently viewed

Searching for a specific word, part of a word or multiple words will show all corresponding results. Disabling the All vaults option will limit the search to the active vault.

Search field
Search field

The Search Options offers more flexibility for the search. Once the options are set to your liking, click OK.

Search Options
Search Options

To access the Advanced Search feature, click the button within the Search window.

Advanced Search button
Advanced Search button

The buttons are as follows;

  • Add Filter: Adds another row for a new filter.
  • Delete: Delete that specific filter row.
  • Reset: Resets all search filters.
  • Search: Searches through the vaults with the current filters.
    Advanced Search window
    Advanced Search window

The first filter dropdown lets you set search parameters including: Include vaults, Exlucde vaults.

First filter dropdown
First filter dropdown

The second filter dropdown lets you set search parameters including: Accounting number, Asset tag, Checked out by, Connection sub type, Connection type, Creation date, Description, Document type, Expiration, Folder, Invoice number, Last update date, Name, PO number, Service tag, State, Status, Tags, Username and Include PAM vaults.

The field next to it lets you pick from: Contains, Starts with, Ends with, Exact Expression.

Second filter dropdown
Second filter dropdown

Clicking on an entry and then clicking on the Select button will bring you to that vault and show the specific entry.

Select button
Select button