GoFileRoom Document Search
You can search for documents in GoFileRoom with Document Search and Classic Search. Follow these steps to perform a Document Search.
To edit files in GoFileRoom, you need to install the latest GoFileRoom Client Add-in from (v.19.0.4 or higher).
Document Search
- SelectSearch DocumentsthenDocument Searchfrom the GoFileRoom toolbar.
- ChooseIndex SearchorDocument Explorer.note
- Index Search is similar to Classic Search.
- You can't search for text in documents when using Document Explorer. To search for document text, use Index Search or Classic Search.
Document Explorer
- Enter your search terms in the search field and then select
- You can selectExplorer Settings
to customize your search then select Save. - Expand the drawers and/or folders to go to your search results.
Index Search
- Select theDraweryou want to search from the dropdown.
- Enter search criteria in the Indexes area.note
- You can enter an index value if an index field has a lookup list
and lookup lists are linked (as established by your firm). - You can search multiple values with a multi-value search
. Select the checkboxes for the additional values you want to include then select OK. You can also select multiple index values in any available lookup list. - If an index field has a
, you can enter a date range to search for documents during a specific period of time. - To clear all index fields in the search screen at any time, selectClear.
- To search for text in a document stored in a drawer:
- Enter at least one index value in the Indexes section.
- In the Find Text section, selectAll,Any, orExactfrom the dropdown.
- Enter a word or phrase in theTextfield.
noteGoFileRoomdoes not support wildcards in Find Text searches. - Once you are done entering your search criteria, selectSearch.
Notes on the document search feature
- As you enter text in the search pane, GoFileRoom reduces the list of items available to only those that match the search text.
- You can include (*) wildcards in index values. However, you cannot include them in your Find Text searches.
- You can selectSave Search
to save your current search. - Document Search keeps the Index Search criteria and results if you switch to Document Explorer.
- Data in the sticky fields in the Index Search is used to generate the grid results by default, but Document Search doesn't retain the Document Explorer criteria and results if you switch to Index Search.
- The search results list shows all documents that match your search criteria. You can reorder search results by selecting the column headings.
- You can do the following with each document in the search results list: view, edit, email, copy, archive, and more.
- You can select the vertical border between the two panes to show or hide the Search pane.
- Don't select
in the GoFileRoom toolbar unless you want to leave the Document Search screen completely. - To search for documents in multiple drawers, you need appropriate permissions for each drawer. For more information, contact your GoFileRoom administrator.