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Home My WebLink AboutHow to Search Documents in Weblink FINANCE & CORPORATE SERVICES DEPARTMENT 1 ~ Corporate Records Management and Archives Services ~ KiTCr~~R How to Search Documents in LaserFiche Weblink Contents: • Basic/Simple Search .............................................................................................................. 1 • More Specific Search ............................................................................................................. 2 • Text Search Options ................................................................................................3 Procedure: Basic/simple search Basic search is simply typing in the word or phrase that you would like to find across the repository. This type of search would pull a lot of documents and you may get information not relevant to what you need. 1. Click Search under the LaserFiche Weblink logo. ,~;,~ L~~r~ichl ~dr'~E' ~ ~ ~ ~ ~ Click Home Brov~fse Sea~rc: Search 2. Type the search terms you want to search. Then, click Search on the bottom of the page. La~r~i~~r~ 'M~~+~ b L ~ ~rx k Home Bro~irse search ~Sustami-e Search Enter ~earc natural has - Type here Sea How to Search Documents in LaserFiche Weblink Click Search 1 February 6, 2013 More specific search You will find more specific information by selecting search criteria via Customized Search option. You can combine different criteria to produce the desired results. When combining multiple search criteria, keep in mind that only search results that satisfy all of your criteria will be returned. 1. Click Customize Search and select the search criteria you want to add. You can add as many criteria as you want separate fields will appear in the search window corresponding to the criteria you have selected. ~~~~'~IC~1~ ~,{rrr ~ ~ L a ~~ k Home Brc~~7rse Search ~~ust~~mi_e Search Te.:~t D~~cument'F~711ar rJame Te~77plate Fiel;, ~,~~,~ithin F;~I~er SticF:: rd~~te ~°reatl~7ll Ce3te J The 3 most commonly used criteria are: Text Template Creation Date Search f+~ESEt Text Search 1. Select & click Text under Customized Search. ~~~1'~I~ Hame ~ro~use Search Customie Search ~' +uustami_e Search D~lcument~'F~11~aer rlame Template Field ~;`: ithin F~~Ider Sticr::.~ ra~~te ~reati~~n Date How to Search Documents in LaserFiche Weblink 2 February 6, 2013 5 Options for Text Search Phrase - Search for a single word or phrase. And - Search for all documents that contain both specified words or phrases. :~~-~ L~is~r~i~h~~ Home Brot~+rse Search Gristomi_e search Basic-tixt S~arci? Phra$e: natural has ~* Phraa~ '~ ~n~ ~ I7r ~ I•Jot ~' ~~r,~ithin Fu~?~,r?earch _~ J Search Reset ~-~-~ Laer~icF~ ~~ °~~ ~ ~ Ly r~ k Home Bro~~rse Search Cust~~i77ie uearch ~~ Basic-ext~°arch a^,_~-~-- - Phraae: natural '~ Phrats ~* >+.n~ ~ r~r ~ Flot ~ '~r°dithin '~vccn~ ,hra~v: CJaS Fu?zk~ search Search Reset Or -Search for all documents that contain one of two specified words or phrases. ~_~,-~ L~~r~i~h~ k,""~+ ~ ~ L~ n k Not -This mode allows you to search for all documents that contain the first specified word or phrase, but not the second one. e~ Lai~r~~i~l~+~ ~~'1~ ~ ~ L ~ Fl ~. Home Bro+~~se Search Cust~~mie Sean:h Ea ...-~ ~.a~. Phra?v. na#ural °~ Phrase ~ r,n~ ~r °~ Not ~ 'rw~ithin ceccn ~.hra~v. ~~~ is Fu~z~,r ?earch =+ J Search Reset Home Bros+rse Search ~3°ustomie Searp~h ~~ Bade.-. via.-u;, Phrase. j natural ~ Phrase '~ ~,n~ f' Clr ~ rdot ~ ~P"s~ithin ~eccru rhrats: has Fu~zk~ ~°arch - J Search Reset How to Search Documents in LaserFiche Weblink 3 February 6, 2013 Within -Search for all documents that contain both specified words or phrases within a specified number of words of each other. '~•° _ 4 r d~' ~yi {~ ' ~~ r.,, Hume Brc°u~.~se Search ~.ust°si77i~e Search ~i fi 6a=ic -eat search ~.~•a•anceu -e:wk ctarc'. Phrase. natural ~ Phrase ~ :~,nd ~ d]r ~ Fact ~ '~~,ithir~ ~.~,i~i'ir 1~i °'i'!~OrCIS T Ssccn~ F.hrasu: C~~S Fuzz•,~ search r J Search Reset Template Search 1. Select & click Template under Customized Search. Hama Brcr~rse Search must°~mi=e 'Search ~ ~Cust~~ir~i~e Search Te:~t D°~cument~Folder flame Field ~.~:ithin F°~Ider ~;7ithin `:~alume Sticlc~: fJ°Jte Creati°~n Date f.1°~dificati°~n Date Elel~tronic D°~cuments Has Pales Relati°lnshi~ Tads ':'°lebLinl° Searcl7 How to Search Documents in LaserFiche Weblink 4 February 6, 2013 2. Select Reports or any type of template you wish to search for. Please note that some of the templates are not available for public view (e.g. documents that contain personal information). '~~L ~~k. Hams E~ra~+as~ Sarah Cust~_~77i_e Sear~~h v P}°f~. ~:~ .v: C•lo ten7~.late assigned C~Jo tem~.late assigner) Eict,~le Parking Facilit^;.~ Easiness ~ vases E+~-Lal,•~,s Common ~•M1SDSs Cor~.orate Documents Cor~:orate Lihraries Catalogues Deeds end ~.greements ~•,~15 TEST Policies -,~ 3. Select Department Name. :,; L~+~r~i~h~ "~l~~~wnk Hama Bra~use search ~Sustomi=e Search -emMlat° Re~:orts v. v~•°•••,e~t r3ame Chief ,~.dministrati5re Officer Commui7it,~ Ser~;•ices CorF.orate Ser~rices De•~oelo~ment Technical Ser~~ices Finance ~ Corporate Ser~rices Financial Ser~,~ices Infrastructure Ser~,~ices How to Search Documents in LaserFiche Weblink 5 February 6, 2013 4. Enter Date of Report & Date of Meeting to narrow down the search. ;,~ L~~r~i~h ''or'r ~ k~ L i n ~. Hama Brae+rse Search CLISt+]Illle Search T -em;,late ~e~:orts Geart~„~r,t rlamv Finance ~ Corporate Sereices Gaty cf ~.e;,crt tc Cate cf f.~etitin~ t4 Creation Date Search Enter dates here to narrow down the search. Click Search 1. Select & click Creation Date under Customized Search. ~tr~ ~ ~ L `7 h4. Hame Bray+~se Search ~Sust+~n7i_e Searvl-~ ~usto~77i_e Search Test D~~cui77ent'Fal~aer h1a~77e Template Field ~b':ithii7 Fol,~~r °a': itl-~ i i7 `;~~ o l u X77 e Sticf`, P1ote .~ ^. How to Search Documents in LaserFiche Weblink 6 February 6, 2013 2. Enter Creation Date from and to. Note that Creation Date makes more sense if combined with other search criteria (e.g., by Text). ~,fr°~, ~ ~ L ~ ~, k Hama Bray+rse Search C~ist~~i7~i°e Search NOTE: To remove a search criteria click the red X basic-ett Swarch~.d•sanced ~ `3earch Phrase. gas rates ~' PF~rass ~ .end ~ []r ~ fd~t ~ '~rti~ithin Fu~~~r search Find documents created het°r,..en these dates: from tc I Enter dates here I Press ENTER or click Search to perform the search. Click Reset to go back to the Search Pane's default state. How to Search Documents in LaserFiche Weblink 7 February 6, 2013