Search Area

This section is designed to get the audience up and running with PaperSave Search Area. You can learn about the key features and functionalities of our all new PaperSave Search Area.

 

Introduction to Search Area

The Search Area facilitates you to seek the required documents using relevant keywords. It enables you to search the documents based on a certain criteria by narrowing down the search result. Moreover, The Search Area lets you search against the Integrated App record fields that are captured by PaperSave when documents are associated to a record. You can opt to search the documents based on the available modules or record types of an integrated application. Similarly, You can find the documents attached to PaperSave (Non-Integrated Application) based on the various document types.

 

It enables you to add the documents to an existing record in an integrated application. It offers various file capture options such as Scan using TWAIN scanner or Fujitsu fi-NX series scanner, upload files from your file explorer, and generate barcode to scan the document at a later time. You are offered to batch these documents within the app or bring them into the app without assigning them to a batch.

 

You can also annotate the documents to highlight important information, redact sensitive data, write comments directly on the document pages, and more. You can review and edit the document fields and submit the document to an integrated App record. You can view documents that are directly or indirectly related to any instance of the type of record in an Integrated Application that PaperSave is integrated into.

 

Search Area offers you the flexibility to search within the content of the document, typically useful for "needle in the haystack” type searches. When you open a document from the search result (content search), then it displays the searched keyword highlighted within the document. Also, You can save searches that need to be executed frequently or retrieved at a later time. You can precisely load the saved searches so that you are uninterrupted during a complicated set of searches, thereby saves you from entering the search query again.

 

The following topics will help you explore the detailed features associated with each step in the Search Area:

• Getting started with Search Area
• Searching documents with Simple Search
• Searching documents with Advanced Search
• Searching documents for Integrated App records