Performing a filtered search in the TCM Full Client

Employees need to do a broad search of documents saved to the TCM database regarding a particular doc type for the purpose of reviewing, exporting, and printing.

• Munis

• Tyler Content Manager 

• TCM

• TCM Full Client

• Document Search

Some employees do not know how to find attachments in TCM related to their particular department.

1. Launch the TCM Full Client. If you do not have the application installed, please follow the steps found within this article:  How to Access & Launch the TCM Full Client.

2. Log into the TCM Full Client using your Munis user ID. The password for the TCM Full Client will be different than your Munis password. If you do not have or know your password, please reach out to your Munis/TCM administrator.

3. Go to Documents on the lower left hand side and then click Document Search above that.

4. Click on Filter on the right-hand side of the screen. Scroll down and find the doc type category you are searching for (Accounts Payable, Payroll, Purchasing, etc.). Under your specific category, click on the doc type you would like to search on. This will filter on just that doc type.

5. Use the metadata search fields based on the search criteria to find the documents needed.

Advanced Searching Overview