You can search the Office for files or documents. Searching can be accessed using the relevant links in the Office:
Let’s start by first searching the file:
Finding a file
You can search according to different criteria, both in one agenda and across agendas. You can search by:
- File numbers
- Persons of the census
- Barcode of the document in the file
- Things on file
- Attribute file
Tick the appropriate option.
Skip the “Detailed” link for now, it will switch the application to the document search, which we will show below.
You can set the limiting conditions on the right side of the application, as you can see from the preview, closed and also cancelled files can be included in the search.
In the search box, you can use the percent sign % which means “any text”
After pressing the Search button, the application searches for files according to the specified criteria
The application searches ONLY for FILES YOU HAVE THE RIGHT TO VIEW.
it is possible that the colleague next to you will see a different result for the same query.
We see a list of the files found.
Using “Advanced Search” we can modify the search criteria
The following will only appear if you are selecting files in ONE agenda
Using the links at the bottom, we can start batch processing of files, processing of files in a chain, or File Check over the files we are looking at.
We describe file checking and bulk processing in the following section
Processing files individually allows you to view the first file, perform the necessary actions in it and continue by viewing the next one, etc…
The most common method, however, is to click on the file number to go to that file, or click on the magnifying glass icon to view the documents in the file.
Find a document
As you can see, the document search provides many more criteria and limiting options, again you can use the % sign described above, again only documents that you have the right to view are searched.
If you select the search criteria, click on “Search” and you will see a list of searched documents
As you can see, the retrieved documents are divided into 2 sections, Inbox and Custom Documents.
You can Sort, Export, Print the searched documents.
a maximum of 10 documents are always displayed on one page, and navigation buttons are available below the searched documents to display more documents.
Use the Icon buttons next to each document (as you know them from the document description) to sort or view the document.
That’s all there is to basic Search, in the next chapter we’ll discuss Control and Bulk Processing, which can also be considered Search.It displays (i.e. “finds”) files or documents that belong to you or that you are expected to do something with and allows you to process them.