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14. Finder


The Finder is responsible for locating the documents in the document repository. 

Control

In the control area, you can choose to refresh the Finder or stop the Finder:

Refresh  Selecting Refresh will refresh the status of the Finder.

Stop Finder  Selecting this option will stop the Finder from finding documents in the document repository.

Status

There can be multiple tasks in the status depending on the firm's licensing and applicable document repository:

Worldox

Status

Worldox Indexed Search performs an indexed search to find documents that have been created or modified *today* that are eligible for OCR. By default, it performs the query every 15 minutes. This can be adjusted by selecting "Manage".  This will take you to the Worldox page where you can adjust the search frequency under Advanced Settings.

Worldox Non-Indexed Finder performs a non-indexed search to find all documents in Worldox that are eligible for OCR, regardless of how recently the document has been created or modified. By default, it performs this search once every 12 hours. This can be adjusted by selecting "Manage".  This will take you to the Worldox page where you can adjust the search frequency under Advanced Settings.

 

NetDocuments

Status

NetDocuments Recent Documents Search - performs a search to find documents that have been created or modified *today* that are eligible for OCR.  By default it performs the query every 15 minutes.  This can be adjusted by selecting "Manage".  This will take you to the NetDocuments page where you can adjust the search frequency under Advanced Settings.

NetDocuments Legacy Documents Search - performs a search to find legacy documents that are eligible for OCR.  By default it performs the query every 7 days.  This can be adjusted by selecting "Manage".  This will take you to the NetDocuments page where you can adjust the search frequency under Advanced Settings.

Folders

Status

Folder Search - performs a search in the monitored folder structure to find all documents that are eligible for OCR regardless of how recently the document has been created or modified.  By default it performs this search once every 120 minutes.   This can be adjusted by selecting "Manage".  This will take you to the Folders page where you can adjust the search frequency for each folder.

 

 

 

 

 

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