Searching for Documents

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Unlike searches for folders and registers, queries for documents may be carried out with multiple search forms (see Combined Queries).

Before starting the query, you can calculate the number of hits via the context menu of the search form which allows you to determine if your search criteria are precise enough to limit the size of the hit list.

You can sort the hit list.

You can configure which fields of the index data form will be displayed as columns in a hit list (see Settings for the Hit List).

Folder Types and Document Types

Documents are always located in a folder. If you want to search for a document, you will need to open the folder type in which the document is located in the object search. You cannot run a document query across multiple folder types.

Documents always have a document type. When running a document query, you will also need to select a document type in the object search form.

  1. Open the object search.

  2. Open a folder type in the object search.

  3. Double-click a document type.

    The search form for the document type will now open.

  4. Fill out the search form.

  5. Click Start search or press the  ↩ enter key.

The document hit list will now open.

When you open a search form, the Index data ribbon tab is opened. The ribbon provides the following functions:

Ribbon group Description
Combined search
Combined search – Add – Icon

Add

Search forms can be combined (see Combined Queries).

Combined search – Remove – Icon

Remove

After combining search forms, you can remove the search form from the top tab.
Search

Combined search – Execute – Icon

Run

Starts the search.

Combined search – Calculate number – Icon

Calculate number

Display the number of hits which match your search criteria.

Combined search – Save – Icon

Save

Stores the search form or the combined search forms as a query (see Saved Searches).

Combined search – Subscribe – Icon

Subscribe

Subscribes to a query (see Subscribing to Searches).

Combined search – Reset page – Icon

Reset page

All entries in the search form fields on the top tab will be deleted.

Combined queries – Reset query – Icon

Reset query

In a combined request, all entries in the fields of all search forms will be deleted (see Combined Queries).
Editing Reference Documents

Combined search – Expert mode – Icon

Expert mode

Opens the search form in expert mode, where you can create logical conditions used to query the index data of fields (see Queries in Expert Mode).

Combined search – Variables – Icon

Variables

Starts the process for saving a query as a 'Query with variables' (see Queries with variables ).

If you choose the Folder list option in the Query behavior area (see 'Query behavior' area ), you will be shown a list of folders in which the queried documents are found. If you select the Register list option, you will receive a list of registers in which the queried documents can be found.

Full-Text Document Types

The search form of document types for which full-text indexing has been configured contains an additional area for full-text queries.

Searches – Report

In the 'Full text' area, you can enter the terms to be searched for in the full-text index. You can combine terms logically and use placeholders (see Full-Text Searches – Combinations and Placeholders).

Click the Help – icon Help button in the Full text area to read a description of how to combine search terms with placeholders.

Queries using index data and queries using the full-text index are combined using the logical AND.

Based on the configuration, the full-text index contains all terms from the documents' content, all terms from the index data, or both.