Methods for Searching Available to Users
There are three methods of searching for documents filed in the FileHold records management system.
• FastFind - uses predefined hot-keys to search third party applications from within FileHold.Restricting a Search to Specific (Cabinet, Drawer, Category, Folder) Areas
• Full Text Search - (simple search form) FileHold's has the ability to recognize, index text and allows users to search content of all your favorite document types including PDF, Microsoft Office, Zip and many more. By default FileHold's simple search screen searches the document management system using full text search. When searching using the full text search, the document management solution considers both the metadata associated with the document and the content of the document. Full text search is particularly useful for general searches of files stored in the records management system. For example searching the document management system for all files that make reference to Sarbanes Oxley.
• Metadata Search - (advanced search form) FileHold's advanced metadata search allows users to use the metadata associated with a document to help locate the file in the records management system. This is particularly useful when users have a specific piece of information they would like to search for.
You can restrict your search to any specific region of the document management system by selecting the search options located in that specific area of the records management system. The screenshot below shows a user selecting the search option from the folder menu. This menu can be accessed by right clicking on the folder name using in FileHold desktop application or by clicking the down arrow to the right of the folder name in the web client. You can use this same approach to restricting your search to Cabinets, Drawers or Folder Groups in the records management system. To search all documents in the document management system simply left click on the 'Search and Saved searches' section of the file structure to bring up the global search screen.
