Client Manual > Features > Search

The Advanced Search screen allows you to specify multiple search criteria to find documents stored in Docsvault.

Searching folders and files in Advanced Search

•Click the Advanced Search icon on the main toolbar

•Once the Advanced Search window opens, you can specify one or more criteria as below:

Search text box and keyword options

You need to enter the search text in the text box. Text entered here will be used to search against the options selected by you for folders and files.

Basic Criteria

Any word: Displays search result if one or more keywords of the search text are matched.

For example:

To find all documents that contain the word "ACME" or the word "Orders" or both, search for: ACME Orders

All word: Displays search result only when all the submitted keyword are matched.

For example:

To find all documents that contain the word "ACME" and the word "Orders". Search words can be in any order and can be separated by other words in between them.

Exact Phrase : Displays search result only when occurrence of exact phrase is found.

For example:

To find all documents that contain the exact word "ACME Orders".

You can search the file with the combination of fields in basic search and advanced search for quick search. If the search keyword matches with the values entered in these fields, the file name will be displayed in search result.

Docsvault allows you to select one or more of the following options in basic search:

Basic Criteria Options

Search in File/Folder Name and ID

Click 'Search in File/Folder Name and ID' to search text against the names of folders and files. Docsvault searches in IDs only when a numeric value is used or a full 10 digit ID is entered starting with FL or FD.

Search in Description

Click 'Search in Description' to search keywords in description. If the search keyword matches with that in description of a file, the file is displayed in search result.

Search for Text inside files

You can search for files based on their text content using Full Text Search. Search result with this option is possible only for those files whose text has been indexed.

Notes:

Text Search Behavior

Docsvault uses whole word search by default. When searching in Filename, Description, Document Notes, and Version Notes, Docsvault matches whole words only.

oTo search for variations of a word, add * at the end of the search term.

oAny * placed at the beginning of the word is ignored.

Examples:

ocontract → matches “contract” only

ocontract* → matches “contract”, “contracts”, “contractual”

IFilter

To have a full text indexing on a file with specific extension you need to have it's corresponding IFilter component installed on the machine where Docsvault's SQL Server Database is installed. By default Docsvault search uses filters on .a;.ans;.asc;.as;.as;.bat;.bap;.c;.cc;.cls;.cmd;.cpp;.cs;.csa;.cxx;.dbs;.def;.dic;.dos;.dsp;.dsw;.ext;.faq;.fky;.h;.hpp;.hxx;.i;.ibq;.dl;.idq;.inc;.inf;.ini;.inl;.inx;.jav;.java;.js;.kci;.lgn;.log;.lst;.m3u;.mak;.map;.mdb;.mk;.odh;.odl;.pl;.prc;.rc;.rc2;.rct;.reg;.rgs;.rul;.s;.scc;.sol;.sql;.tab;.tdl;.tiff;.tlh;.tli;.trg;.txt;.udf;udt;.usr;.vbs;.viw;.vspscc;.vsscc;.vssscc;.wri;.wtx

You can also install third party filters to parse other file types.

Notes:

Search results will depend on the settings for 'Indexing' in 'Docsvault Server Manager > Full Text Search' node.

Search in Notes

Click 'Search in Notes' to search the files based on document notes.

Search in Version Note

Click 'Search in Version Note' to search files based on version notes. By default search is performed on the most recent version of files. But you can opt for search on all versions by selecting the 'All Versions'.

Look in

By selecting a specific folder, you may restrict the search for documents to only those documents contained in the selected folder and its sub folders(s), if any.

Setting Criteria

Search for

Select from the list box whether you are looking out for only files or folders or both for quick result.

Current Folder only

Enable this option to search in the current folder only

Search in Archive:

Enable this option to search within archived documents.

Checkout By

If you know the name of the user who has checked out the document, you can run a search based on checkout by selecting a user from the list

Owner

If you know the name of the user who created the document, you can run a search based on owner by selecting a user from the list.

Search By Date

If you would like to search for a document based on date criteria, you must select one of the two options in the Date Criteria drop down box:

•Created Date

•Modified Date

If you would like to specify a date range:

•Click on the From radio button

•Specify a date range

If you would like to specify a range for In the last... Days :

•Click on the In the last... radio button

•Specify a number.

Setting Date, Size & Doc Status Criteria

Search by Size

Use this field to limit your search to documents that are at least, or at most, a set size as measured in Kilobytes.

Search by Document Status:

Use this field to limit your search to documents that are flagged with the specific document status (review, draft, approved, etc...).

Profile Search

Using this option allows you to generate more detailed search queries thus enabling you to further narrow your search results and speed up finding documents according to the assigned custom profiles and index values.

More than one search criteria can be added to the Profile search, as shown below.

To search by custom indexes, do the following:

•Click on 'Any' under the Profile Name column and select the Profile from the drop down list

•Similarly select the Index

•Set the Criteria condition and

•Specify the Index Value for a specific condition.

Notes:

•For Text type of value the 'Criteria' can be to set to compare the exact phrase/numbers by using "Is" or partially by selecting "Contains"

•For Number type of value, condition can be any of the following type:

=	Equal To
<	Less Than
>	Greater Than

•For Date type of value, condition can be any of the following type:

=	Equal To
<	Less Than
>	Greater Than
Is	Dynamic date variables (Today, Tomorrow, or Yesterday, Next Week, This Week, LastWeek, Next month, Last Year, etc.)
In	'n' numbers of days
Within	within specified 'n' numbers of days

You can even search for empty index values. For example Amount =is Empty".

Note that this option will work only for Profile Search criteria – all other search criteria will be ignored if set.

•Click on the Search button to complete the search.

If you want to use more than one property condition while searching, click on the 'Add Condition' button. You can specify the type of relationship between the two conditions by select the 'And' or 'Or' under Condition column.

For Instance:

	Index	Criteria	Index Value	Use this to
Text	Client	Is	ACME	Find only files that have index value ACME for Client
Numeric	Amount	Is	1250	Find only files that have Amount index values less than Twelve thousand four hundred and fifty. (use comma ',' as number separator)
Date	Due Date	>	10/25/2025	Find only files that have Due Date falls later than 25th Dec 2018 (use the date format as 'mm/dd/yyyy' )

The search would only return those documents that fit the custom property criteria, giving you a much shorter list of documents to go through.

If you have selected AND operator to search then all the documents matching both the search criteria will be listed in the search results i.e the bills of <ACME> client amounting <1250> and due date falling after <25th October 2025> will be displayed.

If you have selected OR operator to search then any document that contains at least one of the search criteria will be listed in the search results. i.e it will display all the bills amounting to <1250> or whose due date is greater than <25th October 2025>

Setting Profile criteria

Let's summarize the search criteria.

For example:

Using the 'Profile' in search screen, you could specify that you are looking for all approved Invoices that have a 'Billing' profile set attached, and you are looking for all bills of the client 'ACME' amounting to 1250 and whose due date is greater than 25th Oct 2025 created by Jennifer is last 15 days.

To search by the above criteria.

•In 'Search Text box', enter ' Invoice* '

•Select 'Search in File/Folder Name and ID'

•In 'Owner', enter ' Jennifer '

•Set 'Date', 'In the last 15 days'

•In 'Profile Search', Set 'Profile Search Parameter' as

Profile Is 'Billing'

Client Is 'ACME'

Amount Is '1250'

Due Date > '10/25/2025'

Setting the query

Notes:

•If you want to view any of the search results, double-click the file and it will open in the relevant application.

•Users can run multiple searches and view the results in separate tabs, making it easier to retain search results from different search queries. You can re-execute the search using F5 or the Refresh button in the toolbar.