Searching in Laserfiche is quick and easy. There are a number of search types that allow users to search based on criteria from the basic (such as document text, field information, or document name) to the more complex (such as electronic document type or page count). The wide variety of search types allow you to find documents based on almost any property of the document.
You can also use advanced search syntax to perform, combine, and customize searches to make the most functional search for your needs. Advanced search syntax is used when creating custom quick searches.
Tip: To see the advanced search syntax for a search, perform the search in the Search Pane with the Advanced Search option displayed.
Performing a Search Pane Search
In the Search Pane, you can specify one or more search criteria . By default, the search pane displays the Basic search type and the Within Folder search type, but you can add additional search types or remove these search types. See Search Types in the Laserfiche Windows client, below, for more information.
Searches are combined using AND, meaning that all search criteria must be met for a search result to be returned. For example, if you perform a field search for a particular author and a within folder search in a particular search term, only documents that both have the specified field value and are in the specified folder will be returned. Documents that match one or the other but not both will not be returned. (Note that the different types of searches within a single Basic search are combined with OR, not AND. See Basic Search for more information.) You can use advanced searches to combine searches with an OR instead of an AND, or to perform other searches not possible through the Search Pane.
If you frequently run a particular search, you may want to save it. See Saved Searches for more information.
To search using the Search Pane
- From the toolbar, click Search Pane
. - Click Customize Search and select Basic or click Reset at the bottom of the Search Pane.
- Select the check box next to the search you want to perform:
- Document Text
- All Fields
- Entry Names
- Annotation Text
- Enter the search term(s) and click Search or press the ENTER key.
After performing a text search, you will notice that the Contents Pane (displayed to the right of the search pane) will be split in half. The top half displays a list of entries containing the word you searched for, along with a count of occurrences. The bottom half contains a list of occurrences for the currently selected document, along with a line of context and the page number on which it occurs.
Note: You can also perform a basic search with the Quick Search located to the right of the toolbar above the Contents Pane. Enter the text you want to search, select Search Text, Search Entry Names, Search Fields and/or Search Annotations from the drop-down menu to the right of the Quick Search text box, and press the ENTER key.
Search Types in the Laserfiche Windows client
| Search Criteria | Description |
|---|---|
| Basic |
The Basic Search is a general search allowing you to search text, entry names, fields, annotations, or a combination of these. The Basic Search acts like the Quick Search. Learn how to perform: |
| Business Process |
You can search for entries associated with a business process by searching for the business process's name, status, and start or completion date. Learn how to search for: |
| Date |
You can search for documents or folders by creation date and/or last modified date. Learn more about searching for: |
| Digital Signatures |
You can search for documents by whether they have digital signatures associated with them. Learn how to search for: |
| Entry Name or Entry ID |
You can search for a specific document, folder, or shortcut using that entry's name or unique identification number (entry ID). Learn how to search for: |
| Electronic Document |
You can search for documents by whether they have an electronic file associated with them—also considered searching for an electronic document—as well as what kind of electronic file. Learn how to search for: |
|
Field/Templates |
You can search for documents and folders by assigned template, independent field, field value, or multiple field values. Learn how to search for: |
| Links |
You can search for documents that have been linked together by specifying the relationship between them or by Link Group comment. Learn how to search for: |
| Pages |
You can search for documents by whether they contain image or text pages or by whether OCR processing has been applied to the images associated with that document. Learn how to search for: |
| Quick |
The Quick Search allows you to perform a general search, without opening a new pane in the folder browser. You can search text, entry names, fields, annotation text, custom-made searches, or a combination of these. Learn how to search using: |
| Tags |
You can search for documents that have been assigned tags, or have specific tag comments, by specifying one or more informational or security tags. Learn how to search for: |
| Text |
A text search lets you search for a word or phrase and provides more nuanced options than in Quick Search or Basic Search. Learn how to search for: |
| User |
You can search for all documents and folders that have been created, checked out, owned, or last modified by a particular user. Learn how to search for: |
| Versions |
You can search for versioned documents by version comments, by the user who created a version within the document, by the date a version was created, or by version label. Learn how to search for: |
| Within Folder |
You can search the contents of the current folder or specify one or more folders to include or exclude from the search. Learn how to search: |
| Within Volume |
A search can be performed for all documents and electronic documents stored on a particular volume. Learn how to search: |
| Records Management |
If your Laserfiche installation is licensed for Records Management features, you can also perform records management searches. These searches allow records managers to quickly locate records that need to be reviewed or processed. Learn about: |
Tip: To increase the flexibility and power of your search, you can combine individual search types with advanced search syntax, or use wildcards or operators.