Search Pane Searches in Web Access

The Search Pane enables you to locate entries based on a wide variety of search criteria, which can be combined to pinpoint exactly the entries you need.

You can search by one search type, or combine different kinds of searches. When combining multiple searches, only search results that satisfy all your search criteria will be returned. For example, if you combine a Document Name search for a document called "Report" with a Date search for documents created in March 2011, only documents that are both called "Report" and that were created during that month will be returned.

Note: This page is specific to Web Access. For information on the Search Pane and search types in the Laserfiche Client, see Search Pane Searches the Laserfiche Client.

To search for documents and/or folders

1. Use the Quick Search in the toolbar to perform a general text, entry name, field, and/or annotation text search without leaving the Folder Browser.
2. To perform more specific or complex searches, click Search in the top left corner to display the Search Pane. By default, the Basic Search and Within Folder search will be displayed. You can click Reset to always display these search types.

   Note: You can also create Advanced Searches for even more search flexibility and power.

3. Click Select a search type to add search types. The menu will stay open until you are done selecting search types. To close the menu, click anywhere outside of it. If a search type is not listed in the menu, click More... to open the Search Attributes dialog box.

   Note: The default search types listed in the Select a search type drop-down menu are Annotation Text, Any Field, Basic Search, Comments, Created By, Digital Signatures, Electronic File, Last Modified, Name, Pages, Stamp Name, Tags, Template, Text, Versions, and Within Folder.

4. This Search Attributes dialog box enables you to select search types and fields not listed in the Select a search type drop-down menu. You can choose the Show checkbox next to the corresponding search type or field to display it immediately for searching, or you can select the In Menu checkbox to add the specific search type or field to the Select a search type menu.
5. Instead of looking through the list of standard search types and fields, you can apply a filter to find one quickly. Select Basic Search or Fields from the Filter type drop-down menu to view all available search types/fields, and/or type the beginning letters of the search type/field you are looking for in the Start with text box.

   Note: If you need to perform Records Management searches, select Records Management from the Filter type drop-down menu.
   

6. Once a filter has been applied, you can select the corresponding Select All checkbox for Show and In Menu to display all the search types/fields in the Search Pane and/or the Select a search type menu. You can quickly clear all the Show or In Menu checkboxes by clearing their respective Select All checkboxes.
7. Deselect the search type or field in the Select a search type menu or click the (X) next to the search type in the Search Pane to remove it.
8. Specify search criteria by entering the information you want to look for into your selected search categories.
9. Click Search to perform the search or Reset to revert to the default Search Pane, which displays the Basic Search and Within Folder search types. You can also refine your search results.
10. You can cancel a search in progress by clicking the (X) in the Quick Search text box.

The search results will appear in the Contents Pane. To open a particular search result, double-click it. To search within a document, type the search term in the Search document text box and click the magnifying glass or press ENTER.

The context hits will appear at the bottom of the Contents Pane. You can double-click the occurrence of the word or phrase from the context list to directly open the document to the page where the search term appears. If a document contains multiple context hits, you can move between hits by selecting Next Hit or Previous Hit from the View menu. The Image Pane will refocus on the location of the next or previous context hit in the document, and the matching term will appear highlighted both on the image and in the Text Pane.

Note: Next Hit and Previous Hit only toggle between context hits in the document you have selected from the search results. To view context hits from another document, you must return to the Search Results Pane and open that document.

Note: The Next Hit and Previous Hit options are available only if you have opened a document from a search or if you perform a search within a document.