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Search for Documents

Documents are stored in Archives within a GlobalSearch database. Unlike directories of files in a Windows® folder, GlobalSearch allows you to tag documents with index data and documents may be filtered and sorted but running a Search. Searches can be tailored to meet the criteria of specific users or business tasks, helping to quickly locate and sort your documents.

Searches are at the core of GlobalSearch. They both secure your documents in a specific GlobalSearch database, and make it quick and easy to find the documents you need. The documents which display in the Search Results Document List are the results of a particular Search in a selected Archive. Once Searches have been created by the administrator and permissions granted to you, run a Search to quickly locate the documents you need. Searches can be accessed in several different ways, and the Searches available to you for an Archive will depend upon how your GlobalSearch administrator has set them up for you.

The first step in finding your documents is to run a Search. Click on any archive runs a Default search.  Alternately, a specific search may be run.  To do this, select a Search, enter search criteria (like keywords in a search engine), and then click Run Search.  The results of the Search are shown in the Search Results Pane. In the Pane, you can choose how your results display, take actions on selected documents, view document history, and open the documents in the Document Viewer.

Select a Search

You can select a Search from GlobalSearch Archives, from the Document Viewer, File XChange drives (if you have File XChange installed). Searches can even be run from your favorite line-of-business applications using the optional Image XChange feature. Your administrator can also add your favorite Searches to the list in your Queues Pane.

Search Configuration

Searches can be configured in several ways:

  • Static Searches – Use a Static Search for often-repeated Searches; they need no user input.  

  • Variable Searches – Use a Variable Search when the results should be based on user input. You provide some or all search values in response to a prompt presented by the Search. There are several kinds of Variable Searches. The Browse Search prompts you for each Index Field that existed in the Archive when it was created, where you can enter value for one or more of the Fields. This Search gives you a lot of options and is a good choice if you need to browse through more results to find the documents you need. A standard Search could prompt you for one or several Index Fields. They can be set up by your administrator and run by you to get very specific results, with a narrower number of documents. There are many search conditions you can use to tailor your results. 

    Searches may contain preconfigured lists of values in the prompt, to save you typing. These could be in the form of a Pick List, which are good for searching using standardized words or phrases (like a company name). They could contain a Dynamic Pick List. When you select a keyword from the primary list, the secondary list is contextual. (For example, first select East Coast Vendors and then select a vendor from the list that only contains vendors on the East Coast instead of the whole country.) They could contain a Type-Ahead Pick List, where you can begin entering your keyword and GlobalSearch will fill in the rest of the word or phrase for you, if you wish (similar to the suggestions provided by a search engine).

  • Static and Variable Searches – Finally, a Search could contain both static and variable criteria. (An example would be a Search where you enter in the customer name (a variable) but only want to see documents that are of type Invoice (a static value).

View Search Results

There are many ways to view, reorder, and use the results of a Search; please refer to the View Search Results page for details. You can even run the Search again from the Documents Menu Bar, if you need to refine your results.

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