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Searching

  1. In the Folder Browser, navigate to the folder you want to search in.

    Note: By default, the search will run in the folder you are currently in. To search the entire repository, navigate to the root of your folder structure.

  2. Press the search button Search button in the top right.
    1. Do one or both of the following:
      • Select the checkboxes next to the search types you want to run.
        • Document text: Searches the text of documents.
        • Entry names: Searches the names of documents and folders.
        • Fields: Searches the fields assigned to documents and folders.
        • Annotation text: Searches the text of sticky note, text box, and callout text box annotations.

        Note: Annotations are read-only in Laserfiche Mobile. Open the document containing the annotations in Web Access or the desktop Client to modify them.

        Search Types

      • Select the checkbox next to Template. A list of available templates will appear. Use the drop-down menu to select the template you want to search by.

        Template search Choose a Template

        Note: If a search has been saved in Laserfiche Web Access, it will be listed under Saved Searches. Press a saved search to run it.

  3. Enter a search term or choose a recent search from the drop-down menu that appears when your cursor is inside the search box. Press Search to run a search similar to the Quick Search in other Laserfiche client applications.

    4. Note: To cancel a search in progress, press Cancel during the search.

  4. If you ran a text search, the results that match your search criteria will be returned (fifty at a time) as a list sorted by Laserfiche relevance ranking. Scroll to see more results. The text below each search result indicates the context of the search term.
  5. To view an entry returned from a search, press it. To edit the search criteria press Edit Search in the top right corner.

    Search results

    6. Note: Pressing an imaged document will open the document in the Document Viewer to the page containing the first search hit. If the search term appears elsewhere in the text of the document, it will also be highlighted throughout the document's image.

  6. To view a document's fields, press the Select button Select button in the app bar at the bottom, select the checkbox next to the document whose fields you want to view, then press the Fields button Fields button in the app bar.

Note: Advanced searches are not available in the Laserfiche Mobile user interface. However, you can create an HTML file containing search parameters and place it in the repository. Opening this file from the app will run the search syntax contained within it. Learn more.

This documentation is specific to version 9.3. You can find the most up-to-date help files for the latest version at Current Online Laserfiche Product Help Files.

For further help or feedback, please see the Laserfiche Support Site. 		© 2015 Laserfiche. All Rights Reserved.