- General Information (1)
- Guides (15)
- Training Manuals- Symphony Suite (3)
- Training Manual Archives-Worldox GX4 (12)
- Guide Archives (5)
- iFrame - Salesforce/Worldox Integration
- 8.3 Filename Tool
- Code Sync
- Worldox GX4
- 1. Background Information
- 2. Concept Introductions
- 3. Save Documents
- 4. Save Documents - Shortcuts
- 5. Code Lookup Tables
- 6. Code Lookup Tables - Add Values
- 7. Code Lookup Tables - Edit Values
- 8. Code Look Up Tables - Delete Values
- 9. Quick Profile Templates
- 10. File Comments
- 11. Indexer & Indexing
- 12. Search for Documents
- 12.1. Search for all Documents in a Cabinet
- 12.2. Search for Documents Across Multiple Cabinets
- 12.3. Use Code Lookup Tables
- 12.4. Select Multiple Values from the Code Look Up Tables in the Search Card
- 12.5. Use the Name field
- 12.6. Text-In-File Field
- 12.7. Portion of a Field, Wildcards, Replacement Values
- 12.8. Doc ID
- 12.9. Use Date Fields
- 12.10. Use Booleans
- 12.11. How To Search for Documents With File Level Security
- 12.12. Search for All Checked Out Documents
- 12.13. Searching Prior versions of Documents
- 12.14. Home Button
- 13. Find Templates
- 14. Bookmarks
- 15. Search Results Screen
- 16. Column Headers
- 17. Manipulate Documents
- 18. Deleted Files
- 19. Customizing Worldox - List View
- 20. Customizing Worldox - Tile View
- 21. Customizing Worldox - Adding Branding
- 22. Customizing Worldox - Button Ribbon
- 23. Favorites
- 24. Tags
- 25. Worldox Projects
- 26. Relationships
- 27. Archive Documents
- 28. Checking Files In / Out
- 29. Navigation Panel
- 30. Legal Hold
- 31. File Locking
- 32. Audit Trail
- 33. Email
- 34. Junxure (Pro) Integration
- 35. Junxure Cloud Integration
- 36. Administration of Worldox
- 37. WDInfo - Worldox Health and Monitoring System
- 38. Scanner Integration Configuration
- 39. Advanced Integration
- 40. FAQS
- 41. System Administrator Resources
- Worldox GX3
Home → Guide Archives:: Worldox GX4 → Search for Documents → Use the Name field
12.5. Use the Name field
When you complete Profile Cards while saving documents, you give each document a description, (i.e., a file name). Typing text in the Name field searches *both* the description or comments for the document.
Type in a word contained in the description or comments field of the Search Card
Select Search
The example above will return a list of documents that have the word "agreement" in the description or comments field that are in the selected Cabinet.
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