Using enhanced GoFileRoom search features

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Note: You cannot search for text within documents when using enhanced search features. To search with document text, use the classic search features.

The Document Explorer shows drawers with documents that match your search criteria. GoFileRoom indicates the number of matching documents in parentheses next to the drawer name. Show me

Searching drawers in GoFileRoom

Performing a quick search

  1. Choose Search Documents > Document Explorer from the GoFileRoom toolbar.
  2. Enter search text in the Document Explorer pane and then click the Search Search field button button to view a list of drawers with document indexes that match your search criteria.

    Notes

    • You can refine your search by using wildcard characters in the search field.
    • Click the arrow button to the left of a drawer to view or hide document indexes in the Document Explorer pane. Show me
      View/hide document indexes
  3. Click a drawer or index to view its associated documents in the search results list.

Performing an advanced search

  1. Choose Search Documents > Document Explorer from the GoFileRoom toolbar.
  2. Click the Advanced button in the Document Explorer pane.

    Tip: Maximize your browser window to ensure that you can see all fields and buttons in the Advanced Search dialog.

  3. In the Advanced Search dialog, enter the drawer or any index information related to the documents you need to find.

    Notes

    • If an index field includes a Lookup list button Lookup List button and lookup lists are linked (as established by your firm), you can enter an index value and click the button to populate other index fields with related values.
    • Index fields that include a Multi-value search button Multi-value search button allow you to perform searches with multiple values other than lookup list items. To search using multiple index values, click the Multi-value search button, select one or more values from the list, and click OK. You can also select multiple index values in any available Lookup lists.
  4. Click the Search button.
  5. In the Document Explorer pane, click a drawer or an index to view its associated documents in the search results list.

Working with the search results list

The search results list shows all documents that match your search criteria. You can re-order search results by clicking the column headings.

You can use any of the following document management features in the search results list: view, edit, email, archive, and more. For more information, see Working with GoFileRoom documents.

Notes

  • Do not click the Back arrow button in the GoFileRoom toolbar, unless you wish to leave the Search screen.
  • To search for documents in multiple drawers, you must have appropriate permissions for each drawer that you want to search. For more information, see your GoFileRoom administrator.

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