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Search / Retrieve documents

SEARCHING DOCUMENTS
This is one of the most important functions of eDocPlus, which enables you to find your documents on the basis of the criteria you define.

Click on the find icon on the Toolbar or press the Find function from the Documents menu and the Find Document dialogue frame will appear. Then, in the Text to Find field, write the name of the text (words, numbers etc) included in any of the documents fields you have selected  (check them below).

 

The search in fields include the following options: Name, Keyword, Subject. If you click on all these fields, then eDoc will search for documents that include the text you want to find through the words in all these fields.

If you select the Exact Search field, eDoc will find you the documents that include exactly the word in the specific fields you are searching.

If you press Date restriction, eDoc searches for documents that have been created during the specific time period that you have defined.

By pressing the button Change Folder, you define the folder in which the searching procedure will be achieved. Then the Folder Selection dialogue frame will appear, where you select the folder in which you will find the documents you want. If you don’ t select any folder then eDocPlus will search through all folders (root).

You can perform a combined search by changing the current search term (press buttons 1-5) and defining the “OR” or “AND” operation between different search terms.

After you have defined the searching criteria, press Find! and the searching procedure will start.

Then a Searching Results list appears, including the documents eDoc found. This list works in the same way as the Document window, thus you can select exactly the same functions with the Document window (open, view, duplicate etc).

Furthermore, you can find the exact position of the document by selecting Go to Document from the submenu that appears when you rightclick on the mouse.

If you press the left button of the mouse on one of the columns, then the documents are classified on the basis of the selected column.  

Next Step: Configuring eDocPlus >

 

 

 
 
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eDoc @ Business

Increase Productivity : Save a lot of time in finding Documents.

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