EcoDocs is equipped with a very powerful search engine. You can search in files, form temp and data all at once. If you use the search field in the left navigation then it will search in everything. For more advanced search options, click on "Advanced Search" under "Home" in the left navigation.
Search Query:
EcoDocs search matches exact words. So for example if you search for Purchase order. Then search will return results containing exact words purchase or order, while results like purchases, purchased, or orders or any other form will not return in the results.
Operators:
| Operator | Example | Results |
| AND | Purchase AND Order | Search returns results that contain both Purchase and Order. |
| OR | Purchase OR Order | Search returns results that contain either just Purchase or just Order. If no operator is entered then this will be the default behavior. |
|
" " (Exact match) |
"Purchase Order" | This will return the exact phrase Purchase Order |
|
* (Wildcard character) |
test* te*t *test* |
First term returns possible combinations like tests, testing, tester Second term returns results like test text, tempt Third term returns words congaing "test" like test, protesting, intestine |
Filters:
Negative Keywords: Type in the words or phrases you'd like to omit from the results. You can use any of the search operators as well.
Files: Check this if you'd like to include files in your search. Make sure to select the storage you'd like to include in the search.
In Content: If checked text in files and recognized text via OCR will be included in the search.
Add Folder(s): You can specify the exact folders to be included in the search. If no folders were selected then all folders in the selected storage will be included.
Metadata Filter: This allows you to set advanced filtering either by standard metadata like modified by, workflow, last modified. Or by selecting specific file classes and specifying exact values or ranges for custom metadata.
Forms: This searches in form templates.
In Content: If not checked the the system will only search in form names.
Specific Folders: Same as in Files, you can pick specific folders to search in or leave empty to search all form templates.
Data: This searches data submitted in forms. You can include data submitted by forms in a specific folder, data submitted by specific forms and/or data submitted in a certain for field.
Viewing Results
Each row shows a search result. You can see an icon for the result indicating the file type, form template, or data submission. Matched words are highlighted in bold. Each result shows a snippet if the match was in the content of the result. The location of the result is cited at the bottom of each row in green text.
You can view form templates or data submissions, download files, or open containing folder(new tab).