CivicEngage/CivicClerk Integrated Search


 






Perform an Integrated Search between CivicEngage and CivicClerk

Overview 

This article will show you how to perform an integrated search query from within CivicEngage and return the search query results from CivicClerk.

Note: If you are a client of both CivicEngage and CivicClerk, you must have this search capability installed and configured.

Instructions

  1. Navigate to the Search control
    Search_Control.png
  2. Select the SITE CONTENT tab to search CivicEngage, which also provides for Advanced Search capabilities
    advanced_search.png
  3. Select the AGENDAS & MINUTES tab to enable the integrated search into CivicClerk
    step3.png
  4. The integrated search will allow search queries into a variety of areas within CivicClerk, which includes:
    • Items
    • Agendas
    • Attachments
    • Minutes
  5. Within the search text control, enter the keywords for the search query and select the area within CivicClerk to perform the search
    step5.png
    • Note: Here is an example of a search query performed using the keywords ‘City Officers” within Items
    • Note: Here is another example of a search query performed using the keywords ‘December meeting’ within Agendas.
  6. To open the Agenda, click on the title and be directed to the associated agenda stored within CivicClerk
    step6.png
  7. Select Cancel or Proceed to Site to the pop-up
    Leaving_Site.png
  8. By selecting Proceed to Site, CivicClerk will be opened into the selected Agenda
    step8.png



I'd Like to Request an Enhancement

0 out of 0 found this helpful

Updated:
Follow

Article Feedback