Searching for documents or workflows with QuickLaunch [classic search]

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QuickLaunch enables you to select text in any document, then quickly search all GoFileRoom documents and workflows for all instances of the text. When you search using QuickLaunch, you can set a primary search field
The primary search field (indicated with red text in the Search window) is the field to which highlighted text is automatically transferred when you perform a search for documents or workflows using QuickLaunch
for each drawer and define sticky search criteria.

Note: QuickLaunch uses classic search features. For more information on using the classic search, see Searching for documents [classic search]

Setting the primary search field

Follow these steps to set the primary search field for searches performed from QuickLaunch.

  1. Log in to GoFileRoom via QuickLaunch, if necessary.
  2. Right-click the QuickLaunch icon Quicklaunch icon in the system tray and choose Search for Documents from the context menu.
  3. In the GoFileRoom Search screen, right-click the field that you will designate as the primary field and choose Set Primary Search Field from the context menu. The new primary field is indicated with red text.

Notes

  • GoFileRoom sets the first index field in each drawer as the primary search field by default.
  • You can set a primary search field for each drawer to which you have access.

Defining sticky search criteria

You can improve searching efficiency by defining sticky search criteria. You can save search criteria for each drawer to which you have access as follows.

  1. Right-click the GoFileRoom QuickLaunch icon and choose Search for Documents from the context menu.
  2. In the GoFileRoom Search screen, set sticky search criteria by marking the checkboxes to the left of the indexes for which you want to retain values.
  3. Select the desired value from each index field.
  4. Click the Search button to set the new sticky search criteria.

Searching for documents or workflows

Follow these steps to use QuickLaunch to search for documents or workflows with highlighted text.

  1. In any application, highlight text that you would like to use as search criteria. For example, you could highlight a client ID in Practice CS.
  2. Right-click the highlighted text and choose Copy or press CTRL+C.
  3. Do one of the following.
    • If the default double-click behavior in QuickLaunch is set for document searching, double-click the QuickLaunch icon in the system tray.
    • Otherwise, right-click the QuickLaunch icon and choose Search for Documents from the context menu.
  4. If QuickLaunch is configured to show the Search screen, the highlighted text appears in the primary search field for the last drawer you accessed in GoFileRoom.

    Note: If QuickLaunch is not configured to display the Search screen, the highlighted text is passed to the primary search field and QuickLaunch initiates the search without opening the Search screen.

  5. Enter additional search criteria if desired and click the Search button.

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