Docufree Help

# Quick Search

Use quick search to execute simple one word searches across the entire site. Only the cabinets, drawers, and folders for which you have access are included in the search.

Note

You can perform a quick search either from the search box located at the top right of the site or from the Search tab.

When you perform a quick search, the following can be searched.

  • File name
  • Content
  • Index values
  • Keywords
  • Folder name and file ID, when exact match is found

Note

The number of results returned is limited to a default of 2000 hits.

To change the search filter, following these steps.

  1. use the Filter link appears to the right of the Go button.

    Filter Link

  2. Select the checkboxes for the filters to be included in your quick search.

    Filter Popup

  3. Optionally, to set these as your default filter, click Set as Default. All searches will use these settings until you change the settings again, even if you logout.

Note

You can also set your quick search filter in your user profile settings page.

  1. Click Apply

# Quick Search Results

The following information displays for each quick search result.

Result Info

Column Description
Selection Box You can select more than one file to perform a given action.
  • Click one or more checkboxes to make individual file selections
  • Click Select All and all checkboxes are marked.
  • Click Deselect All and all checkboxes are unmarked.
File Type An icon representing the file type, such as Word, Excel, PDF, TIF, CAD, etc.
Name The name of the file. Click this value to view the document.
Capture Click the Capture link to the right of the file name to go directly to the Capture Center. The breadcrumb trail will retain the same location as the selected file. The Bind checkbox is automatically selected to bind the files.
Hits The number of times the search criteria was found in the file. By default, quick search results are sorted by Hits.
Location The location of the file within the cabinet, drawer, and folder structure.
Found In The means by which the search criteria was found. The options are:
  • File name
  • Content
  • Index values
  • Keywords
  • File ID
  • Folder
Result The resulting hit context. Refer to the table below.
If Found in... Then the Result displays...
File name name of the file
Content snippet of content, the snippet is a link to the file
Index values index name and value
Keywords keyword
File ID file ID, the file name is a link to the file
Folder name name of the folder, the file name is a link to the folder

There are a number of tasks you can perform on a quick search result.

Result Tools

Task Description
Select All/Deselect All You can select more than one file to perform a given action.
  • Click Select All and all checkboxes are marked.
  • Click Deselect All and all checkboxes are unmarked.
Open as Group You can open multiple files together under the same group tab. Actions on the group can save time. For example, sending a secure email for a group of files rather than for each individual file.
Move File If you have access, you can move a file to another folder.
Copy File If you have access, you can copy a file to another folder. The original remains in its original location.
Delete File If you have access, you can delete a file from within search results.
Export You can export the contents shown to an Excel workbook.
Save to My Tabs

You may personalize your Docufree experience by adding My Tabs to your Home page. My Tabs can save you time in accessing areas that you frequently access and are always available when you access Docufree.

Any quick search may be saved to My Tabs so that if your day-to-day responsibilities include frequently running the same search, you may add that search to My Tabs.

When any of your My Tabs are no longer needed you can delete it by selecting the X on the tab.

Combine Selected into PDF You can combine selected files into a single PDF file for printing.
Zip Selected You can combine selected files into a single zip file for downloading.
Sort by You can choose the column heading upon which to sort from the drop-down.
Results Per Page Use Results Per Page to control the number of results that appear per page. Select the number of results from the drop-down.

# Quick Search Tips

Quick Search executes simple one word searches across the entire site by default, but it's possible to use wildcard searches as well. Use an asterisk along with a search term to conduct a wild card search. The asterisk can be placed to the left or right of the term or surrounding the term.

Example

Type man to search for the exact word of man. The word must be found exactly as typed.
Type man* to find results for manhattan, management.
Type *man to find results for handyman, roman.
Type man to find results for McManus, Lemanski.

For more complex searches, use Advanced Search instead.

← Index Search →