Using Search in DocuShare Flex

Note: This applies to DocuShare Flex.

DocuShare Flex search methods enable you to quickly find objects on your site. When an object is added to a folder, the solution indexes and stores information about the object (also called properties) in a database. If the object is a document, the solution also stores its content. A search checks the database to find the objects that match your search terms.

DocuShare Flex provides two search methods:

•         Simple search—An easy-to-use search interface for finding content based on a word or

combination of words.

•         Quick search—A search that finds content based on one or more property values. It is

useful when you need to find the same types of content on a regular basis, such as customer

records, invoices, or contracts.

Simple search

The simple search area is available on the page heading of every page. It lets you easily search for content. Simple search uses stemming to find content that contains variations of the word you specify. For example, a search for fishing finds content containing the words that stem to fish: fishing, fished, fish, etc.

To run a simple search:

1.     On the page heading, enter a word or phrase in the Search box.

DocuShare Flex searches are not case-sensitive. You can exclude common words such as from, it, and where. Click the Information icon for search tips.

2.     If you are running the search from the Files page, you can click the triangle in the search box and select the search scope: Search This Folder or Search Entire Site.

3.     Click Search.

The search results display in a column listing. You can sort the results by column by clicking any of the column titles.

Refine a simple search

You can use operators or symbols in a search to narrow your results.

Operator / symbol        What is does

AND                             Searches for content that contains all of the search words.

OR                               Searches for content that contains one of the search words.

NOT                              Searches for content that contains one search word and not the other.

Question mark (?)          Matches a single character.

Asterisk (*)                    Matches none, one, or several of the characters.

Quick search

Quick search provides a form to let you further refine a search. Quick search is available from most site pages and the Search page.

To run a quick search:

1.     On the sidebar, click Search. The Search page is displayed.

2.     From the Search for menu, select the object type you want to search for. The other search fields change depending on the option you choose.

3.     In the fields, enter the search text (character, word, or phrase). DocuShare Flex searches are not case-sensitive. You can exclude common words such as from, it, and where. Click the Information icon for search tips.

4.     Click Search.

The search results display in a column listing. You can sort the results by column by clicking any of the column titles.

Note: This information can also be found in the DocuShare Flex User Guide.

Solution Published: April 20, 2021

Solution ID: 2123