Hint: Here are some other search related videos to watch
*All searches will look for matches in both the title and the content of the file and are not case sensitive
Step 1: The Custom Fields In the Index
The index that is generated by the Shinydocs Analytics Engine has two custom fields that can be assigned a value and then referenced to perform enhanced searches.
The two fields are classifications and tags
Step 2: The Classifications Field Search
To search using the classifications index field, you simply type the name of the field with a period, the name assigned to the classification with a period, the search parameter with a colon, and then the value to search for.
Step 3:The Tags Field Search
To search using the tags index field, you enter the name of the field with a colon, and then the value of the tag
Step 4: The Search Results
In this search we combined the classifications search with the tags search using the AND modifier and you can see that it returned all files with a classification of invoice and the tag value of paid.
*NOTE: files can have multiple tags as shown with the top search result having tags of both PAID;60
Learn more about searching
Oh, and of course feel free to reach out to us if you want to talk learn more about search and the Shinydocs Discovery Desktop
For current Shinydocs customers, visit our Help Desk for access to complete product manuals, how-to and troubleshooting articles, use cases and instructional videos.