Searching for Documents
Document Search is crucial function of the Document Managment function. Its aim is to reduce time it takes to locate and retrieve documents. By utilising search users can focus on documents they need and reduce amount of outside scope of interest documents they are exposed to. Searching is carried out from within the various Document Center screens based on topic and utilising the search panel.
Document Search
Document Search Panel provides functionality to retrieve documents quickly and efficiently. Removing the need to view all files outside of users scope of interests. Search function can be accessed within Contact, Client , Supplier, Employee Document providing narrowed scope search within the entity loaded. Accessing Search Panel via the Global Document Centre allows for searches to be carried out across entire system or entire libraries by setting the search scope accordingly
All documents searching is carried out via the Search panel. That should be accessed according to the required scope search. Basic search covers ability to locate documents based on filing criteria , document name, contents, description and document id.
Advanced Search allows you to specify a more detailed search utilising the metadata provided when documents are uploaded or created in CCH Document Management. The list of searchable fields also includes any custom fields and keywords.
Frequent searches carried out in the search panel can be saved for repeat uses. A "Favorite" library of searches can be then utilised to speed up process of locating documents based on frequent scopes.