Quick Search box in the location bar. If you are working in the Laserfiche Windows client and more than one repository is attached, click Choose Repository to the left of the Quick Search box to choose which repository to search (by default, the currently open repository will be selected). Quick Search is similar to the Basic Search located in the Search Pane.
Using Quick Search, you can perform text, entry name, field, and annotation text searches or you can create custom quick searches.
The various types of searches will be combined with the OR operator, meaning one or the other or both of the selected criteria must be met. For example, if you performed a Quick Search within text and fields, any document that had the selected search term in either its text or its fields would be returned.
Example: If you choose to perform a quick search on text and fields for the word Shakespeare, all entries that have the word Shakespeare in the text, or in a field, or both will be returned.
You can modify the searches listed in the Quick Search drop-down, located in the toolbar, to meet your organization's needs. For example, if your organization uses the Created By search often, it can be added to the Quick Search drop-down menu for easier and quicker searching. Any search type that can be configured using advanced search syntax can be created as a custom quick search.
When performing a quick search, documents will be returned if the search term is found in any of the search types. For instance, if you search for the word "confidential," and your Quick Search includes an Entry Name search and a custom tag search, the search will return all entries that have "confidential" in the name or any entries that are tagged with a tag named "confidential", or entries with both.
If you want to add a search type that is not included in the default list, you can do so by creating the advanced search syntax to use for the search and saving it in the Customize Quick Searches dialog box.
To create a custom Quick Search
Example: To search for tags using Quick Search, you would type the syntax for a tag search, with the Search Term token in place of the name of the tag. The syntax would therefore be: {LF:Tags="%(SearchTerm)"}
To create a custom Quick Search
Example: The advanced search syntax for a Created By search is: {LF:Creator="username"}. To search for documents created by a specific user, you would type the syntax for a Created By search, with the Search Term token in place of the creator's name. The syntax would therefore be: {LF:Creator="%(SearchTerm)"}.
Note: You must have the Manage Repository Configuration privilege to share custom quick searches with a group.
Searches performed via quick search will respect the search settings configured in Options, such as search stemming, fuzzy search, context hits, and case and accent sensitivity. See Configuring Search Settings for more information. By default, when using the quick search, partial matches will be returned. This means the asterisk (*)wildcard is automatically applied by default.
Note: Partial matching does not apply to text searches performed through Quick Search.
Example: With partial matching, you do not have to know the exact name of the entry to search for it. For instance, performing a document name search for the document named “laser” will return documents named “laser,” “laserfiche,” “lasers,” etc. You can turn this option off by opening the Options dialog box, expanding Search, and selecting General. Clear the Find partial matches when performing a basic search option to disable partial matching.
Tip: If you want to allow partial matches in your custom quick searches, you can use wildcards. For instance, you might create a custom quick search to search for documents tagged with a particular tag. You could use the string ({LF:Tags="%(SearchTerm)"}). Then, if a user selected that custom quick search and searched for "confidential", they would match any document tagged with the tag "confidential". They would not, however, match documents tagged with the tag "highly confidential". To allow this type of partial match, you could include the asterisk wildcard (*) around the Search Term token, so that the final string is: ({LF:Tags="*%(SearchTerm)*"})
Custom quick searches can be permanently deleted.
To delete a custom Quick Search
To delete a custom Quick Search
Note: You can delete any personal saved search, but you can only delete searches shared with groups if you have the Manage Repository Configuration privilege.