Search Help

The information on this page will help you to understand the basic concepts involved in searching for documents on the Marketing & Sales Toolbox site. It contains general instructions, covering topics such as how to use the advanced search features.

Basic Search
The following feature is available to users performing a basic search:

Search by Keyword
Search parameters entered here are searched against the fields "Title/Description" and "Additional Information" in the Marketing & Sales Toolbox documents.

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Advanced Search Features
The following features are available to users performing an advanced search:

Search by Keyword
Search parameters entered here are searched against the fields "Title/Description" and "Additional Information" in the Marketing & Sales Toolbox documents.

Search by Fund Category Name
This type of search returns documents that are related to a specific fund category. Search is performed against the "Product" field in PIR documents.

Search by Date Range
Search is performed against the last modification of the attached files in the repository (not the Notes page to which they are attached). Date ranges are defined by subtracting the number from yesterday's date.

The available dates ranges are:
  • Last 5 Days
  • Last 10 Days
  • Last 30 Days
  • Last 60 Days
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