KnowledgeTree Search

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Getting Started > KnowledgeTree Search


An important function of your electronic document management system is the ability to efficiently and quickly find any documents and folders added by all KnowledgeTree users in your organization, provided you have the required permissions to access the content you're looking for.

 

KnowledgeTree provides a powerful search mechanism with various options for searching the system and finding relevant content.

 

Note: The procedures documented in this manual allow you to run a variety of searches through KnowledgeTree's Web interface. For information on searches performed through the KnowledgeTree client tools, see the KnowledgeTree Client Tools User Guide.

 

 

KnowledgeTree Search allows you to ...

run a quick (simple) search on content and metadata, or on metadata only

 

set up advanced searches, comprising one or more sets of criteria that you can configure through a user-friendly advanced search configuration page

 

set up your own complex and detailed search expressions, using an onscreen search criteria editor and KnowledgeTree's search grammar

 

view the results of your most recent search

 

save your searches for later re-use

 

edit, delete, or share your saved searches with other system users

 

define how your search results display by toggling the search results view on the search drop down menu

 

Note on search results:

Search results include document and folders, and any shortcuts to documents and folders that match specified search criteria.

 

Search results exclude words less than 4 characters, e.g. 'the', 'for'

 

Displayed results are permission-based - you need at least the 'read' permission on returned items

 

Search relies on data extracted during indexing

 

By default, search results do not included archived and/or deleted documents. To include archived and/or deleted documents in search results, include the following search criteria in an advanced search: isdeleted, isarchived.

 

 

The Search Portlet

Access to search is provided through KnowledgeTree's web interface Search portlet, which is located at the top right of the page in all sections of the document management system interface. The search portlet comprises a text entry field, a search button, and a drop down menu with the following options:

 

Advanced Search

 

Previous Search Results

 

Quick Search Options - includes the following sub menu items: 'content and metadata', and 'metadata'

 

Toggle search results format - define how results display. Options are: search engine format, and Browse view format

 

Search Portlet

Search Portlet

 

 


© 2008, 2009 KnowledgeTree Inc. - Document Management Software
This work is licensed under a Creative Commons Attribution 3.0 License.
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