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72 results found

  1. Allow fields to be removed in search pages

    My default search has far more fields than I require. It would be useful if I could remove certain fields (like you can in results) so that I don't have to seach the screen to find the relevant ones.

    2 votes

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  2. Time intelligence

    Ability to search relative dates! Yesterday, last week, last month, last year etc...
    Also the ability to search a specific month and not only a specific date!

    2 votes

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  3. See how many matches of a Fulltext per document

    Results of a fulltext could have a first column indicating how many matches of the text per document...

    2 votes

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  4. Smart Connect (Search) - unable to append files to the result list

    Allow users to append files to result list from Smart Search. Now, the function "clip" is not present, when user is using Smart Search.

    2 votes

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  5. Add related docs and preferences to mobile client

    Add a link to related docs in the mobile client.

    Also add the ability to hide/prioritize lists, searches, etc like you can in the windows explorer client and web client.

    2 votes

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  6. Please make it possible to do a word search or number search in the document tray to filter out duplicates.

    On a daily basis we receive a large amount of Certificate of Analysis (COA) for the raw materials that are delivered. There will be multiple copies of the COA's for the same lot and then there will be other lots attached as well. I am unable to take the time to look through all of them, so we scan everything. Once they are in the document tray I need a solution to filter out the duplicate COA's before I store them. For instance, right now I have 600 COA's I need to store but I know I could get rid…

    2 votes

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  7. FullText search result list to show summary view of first keyword

    In the application of a legal store and retrieval project scenario when doing a FullText search could the result list show a summary of text before and after the first found keyword to give some basic context to the document found. For example; you search for "John Smith litigation" and you can preview a sentence like "in 1975, John Smith company was in a litigation battle because...."

    This sentence would appear in a mouse-over bubble in the result list per returned document. Currently having to double click and have the complete first page open up is a slow process when…

    2 votes

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  8. Options for changing the font and the font size for search and result dialogues

    It should be possible to change the font and the font size for search dialogues and result lists to safe space. Until now you can only use the zoom from your browser.

    2 votes

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  9. Use 'Tab' same as 'Enter' in search dialog index field selection

    When you enter a value in a search dialog index field, you see automatically the results to choose from. You can walk through results using the cursorbuttons and select a value by ENTER. Would be usefull to make the select also possible by using ALT button.

    2 votes

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  10. Improve the ability to find documents after a name change has occurred.

    When a vendor or client has a name change, we would like to be able to retrieve the documents that are indexed with the old name, using the new name.
    For instance, Company is ABC and there are 100 documents indexed using ABC as the index in the Client Name field. Company ABC has a name change to company XYZ. When retrieving a document using XYZ, it should also retrieve the documents indexed as ABC.

    2 votes

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  11. Quick search bar (like M-Files)

    Implementation of a quick search bar, just like M-Files has. It automatically searches from metadata and file content. Just like Google basically but internally.

    https://userguide.m-files.com/user-guide/latest/eng/using_quick_search.html

    1 vote

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  12. Export to Excel file

    Currently we have the option to Export to CSV file. In our environment we work with file type: .xlsx
    Is it possible to add an option to Export as Excel file as when you use the CSV list and you update information, you lose your changes and are forced to first store it as an .xlsx file before editing.

    1 vote

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  13. CRLF Delimited Value Search against a search field

    Sometimes we are presented a list of Invoices / POD's we need to search for, Using the current method you have to separate the values with OR, ie. Doc1 OR Doc2 OR.... (upto 7) It would be nice to paste in a CRLF delimited list into the search box for 2~200+ items

    1 vote

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  14. 1 vote

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  15. "does not contain" filter for keyword type fields in index value profiles

    When creating a index value profile, you should be able to rule out documents with certain entries in a keyword database field without using SQL Statements

    1 vote

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  16. fulltext version 7.6 does not work searching on several indices with a space, without using "OR"

    add the possibility of searching several indexes in all fields, e.g. 1234 1235 1236 without the need to enter "OR", e.g. 1234 OR 1235 OR 1236

    1 vote

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  17. Make the search field of the support portal automatically do wildcard searches

    In the web client, you can set a field to automatically do wildcard searches. But when entering a support ticket, I always have to add an '*' as a prefix and as a suffix to try to find the correct type.

    1 vote

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  18. Date Field Search Dialog - Predefined Entry using Calculated Value i.e. SQL DATEADD(Month,-1,GETDATE())

    We have a large number of documents (some filecabinets > 15m documents) We would like to add variable predefined entry in the search dialog to Prevent users from doing open ended searches on large datasets. currently it only seems to support a static min date and max date.

    1 vote

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  19. Highlight Search Poor Performance

    The new highlight search is a great new feature. However in its current implementation the performance is poor compared to a search dialog search on an exact string match.

    For example.

    A string search on our database for a customer reference in a regular search dialog takes around 0.3 seconds. A search using the new highlight search took 20 seconds!

    I believe the issue is that the search type used in the new highlight search feature is using a LIKE query which in turn is also passed to the SQL database as a LIKE query also, making the database search…

    1 vote

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  20. Search Parameter for Length

    If you are expecting a certain number of characters for a specific index field and you want to search for all the documents containing an index with that many characters. This could help people find improperly indexed values within their filing cabinets and allow for cleaner databases.

    1 vote

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