GoFileRoom Classic Search
You can search for documents in GoFileRoom with Document Search and Classic Search. Follow these steps to perform a Classic Search.
- SelectSearch Documents, thenClassic Searchfrom the GoFileRoom toolbar.
- Choose aDrawerfrom the dropdown list.noteTo search for documents in multiple drawers, you need appropriate permissions for each drawer. For more information, contact your GoFileRoom administrator.
- Enter search criteria in the Indexes area.note
- You can enter an index value if an index field has a lookup list
and lookup lists are linked (as established by your firm). - You can search multiple values with a multi-value search
. Select the checkboxes for the additional values you want to include, then select OK. You can also select multiple index values in any available lookup list. - If an index field has a
, you can enter a date range to search for documents during a specific period of time. - To clear all index fields in the search screen at any time, selectClear.
- To search for text in a document stored in a drawer:
- Enter at least one index value in the Indexes section.
- In the Find Text section, selectAll,Any, orExactfrom the dropdown.
- Enter a word or phrase in theTextfield.
noteGoFileRoomdoes not support wildcards in Find Text searches. - Once you've entered your search criteria, selectSearch.
- GoFileRoom hides index fields after it displays search results. To show the index fields, select theShow/Hide indexes.noteDo not select
on the GoFileRoom toolbar unless you want to leave the search screen completely. - To sort the search results by data in a specific column, select the applicable column heading. Here, you can edit, view, copy, email, archive, export, and more.