Advanced Search

In this search, you can search for documents for a specific Module, Transaction Type and Document Type by selecting various properties of the selected Module, Transaction Type and Document Type. You can choose various operators and even group more than one search criteria.

 

Note:

· You are allowed to search documents based on content of the document. You can select 'Document Content' under Search Field column then set the criteria to either Contains or Does Not Contain and enter the appropriate search value. To enable search based on content of Document, you need to make sure that Full Text Search and iFilters are installed on your machine. Click here to know more on Full Text Search.
· You should see an error message, if incase you have used restricted special characters in your search. Click here to get the list of restricted special characters that cannot be used with quotes, without quotes and words without space while searching content stored in PaperSave Database using Full Text Search.
· Besides the restricted special characters, using of "+" and "-" search operators are also prohibited for Advanced Search.

 

To perform an advanced search:

· In the Document Search window, click on the Advanced Search tab.
· Select the appropriate Host Application, Module, Transaction Type from the drop-down list and select the appropriate Document Type from the drop-down list, if required.

 

Note:

Please take a note that you will be able to view only those Document Types in the drop-down list for which you have the view rights. Please refer Document Security section for more details.

 

· Click on Add Filter button. A filter row will be inserted as displayed below.

 

Click on image to magnify/shrink
Click on image to magnify/shrink

 

· Select the Property from the Search drop-down list which will be used to perform the search.

 

v Scenario1: If you have installed PaperSave Rollup, then you will be able to view below displayed General Fields in the drop-down list.

 

property list

 

v Scenario2: If you installed PaperSave ISO, then you will be able to view below displayed General Fields in the drop-down list.

 

Search Properties-ISO

 

 

· Select the Operator from Criteria drop-down list which will be used to perform the search.

 

operator list

 

 

· Click search_button which will show you the Lookup for window to search the values and then click Search and select the value and click Select to enter the value in the Value box.

 

Click on image to magnify/shrink
Click on image to magnify/shrink

 

· Click Go. The documents will be searched depending on the filter created using the above procedure.

 

Similarly, you can create multiple filters and group them to apply the AND or OR operator on the selected filters.

 

 

Group AND: This option is used only when you have more than one filter. To group the filters, select the filters to be grouped and click on Group AND button.

 

Click on image to magnify/shrink
Click on image to magnify/shrink

 

The filters grouped using AND will be displayed as shown below:

 

Click on image to magnify/shrink
Click on image to magnify/shrink

 

This option will perform the search and display only those documents which satisfy all the filters selected in this group. For example, in the above demonstration, only those documents will be displayed which satisfy both criteria.

 


 

Group OR: This option is used to perform the search by combining more than one filter criteria. To group the filters, select the filters to be grouped and click Group OR button. The filters grouped using OR will be displayed as shown below:

 

Click on image to magnify/shrink
Click on image to magnify/shrink

 

This option will perform the search and display all the documents which satisfy the individual filter selected in this group. For example, in the below demonstration, all the documents that satisfy one or both criteria are displayed. The search result shows the columns for Profile Fields (if exists) and Workflow Fields (if exists) for all the Workflow Items retrieved during the search operation.

 

Note:

In the case of the check box and list box type of profile fields, if you want to search a document based on Profile Field values in Advanced Search, you will have to select a value from the drop-down list and enter a comma (,) and then enter other values related to the same profile field (in any sequence).

 

Click on image to magnify/shrink
Click on image to magnify/shrink