HomeGuides::Worldox GX4 CloudSearch Results ScreenFind Doc ID or Desc

15.2. Find Doc ID or Desc

You may wish to conduct a search in all cabinets for documents that have a word or phrase in their description without selecting the "New Search" button or other bookmark buttons.  A quick and easy way to do this is to use the Location Bar.

In the location bar, type the word or phrase you'd like to search for and hit the enter button on your keyboard.  Here's an illustration of searching for the word "agreement" in the location bar:

Note that in the illustration above, we are finding documents that contain the word "Agreement" in the description field regardless of the cabinet.

The caveat to this is with regards to numerical values.  If you place a numerical value (e.g. 32128) in the field, Worldox will prompt you to determine if you are looking for a document by that identifier or if you are looking for that number in the description:

If you are searching by Document Identifier, Worldox provides you with some methods to use to search this way.  Although it's not listed in the above examples provided by Worldox, you can also search for the document identifier without displaying this dialog by typing a "." at the end:

Note:  The words "Project" and "Library" also do not properly search.  If you are looking for those specific words, you can type "Project*" or "Library*"


This page was: Helpful | Not Helpful

© 2012 Trumpet, Inc., All Rights Reserved