Document Search in the Controls

The document search consists of

Note
Click on the blue section headings to expand or collapse them. This can save you from having to scroll to deeper sections.

"Full Text Search" Section

There are two full-text fields for detailed document searches.

Search in Document Data

  • Enter, for example, title, comment, file extension, and similar information. Multiple search terms can be linked with operators.

Search in Document Content

  • Enter search terms for the content of a document. Here too, multiple search terms can be linked with operators.

    Note

    The search term itself is case-insensitive.

    The operators AND / OR must be entered in uppercase between the search terms. Otherwise, they will be interpreted as search terms themselves.

    Operators and Special Characters in Search Fields Description Example
    AND Finds content where both terms are present. Bachelor AND Thesis
    OR The OR operator finds all documents containing at least one of the search terms. Agenda OR Minutes
    NOT The NOT operator allows you to exclude certain words from the search. The NOT operator excludes a search term from the results. It can be used with AND, OR, or W/N. Example search: Agenda AND NOT Minutes
    Wildcard for any number of characters with asterisk* The * character shows all matches up to the asterisk. Example search: market* matches "markets", "marketing", etc. Note: This character cannot be used as the first character of a search term.

    Note

    Between the two search fields, there is a "slider" or button to click, allowing you to switch the linking type of the two search fields: from And (= default setting) to Or

"Quick Search" Section

(Quick Searches)

Select the type of quick search from the drop-down menu:

  • "1. InsoDocuments"

  • "2. Tasks"

  • "3. Full Text"

  • "4. Knowledge Base"

With the selected type of quick search, you display specific search fields in the "Quick Search" section.

The search fields in the quick searches are analogous to the standard DESK as a "starts with" search.

Use Quick Search Condition

"enabled": The conditions of a quick search are displayed and applied to the selected quick search.

If you use this option, the following filter options (sections "Document Data" and "File Data") are hidden.

"Document Data" Section

If the "Use Quick Search Condition" checkbox in the "Quick Search" section is unchecked, the following filter options are available for your search here.

Only Documents Created by Me

"enabled": The results are limited to documents you created or imported into STP Documents.

Time Period

"enabled": The settings in the time period fields are considered.

Select one of the following options from the drop-down menu:

  • "Written from"

  • "Date in/out"

  • "Created on"

  • "Modified on"

from and to

The date fields refer to the time period settings.

You can enter manually or use the button (calendar) in the field. In this case, select the date by clicking in the calendar.

(File Type)

By default, the document search covers all file types. However, in the drop-down field, you can limit the results to the following file types:

  • "Emails"

  • "beA Messages"

  • "Word Documents": whether .doc or .docx

  • "PDF Documents"

"File Data" Section

If the "Use Quick Search Condition" checkbox in the "Quick Search" section is unchecked, the following filter options are available for your search here.

(Status)

Only documents in files/folders with the selected status are found. If the value "All Statuses" is selected (default), documents not assigned to any file/folder are also considered in the search.

Select the appropriate filter option from the drop-down menu:

  • "All Statuses"

  • "Active"

  • "Dormant"

(Type)

Only documents in files/folders with the selected file/folder type are found:

  • "All Types" (= default setting): Documents not assigned to any file/folder are also considered in the search.

  • "InsoMACS"

  • "WinMACS Lawyer"

  • "WinMACS Notary"

  • "winsolvenz.p4"

  • "Knowledge Base"

The available types partly depend on the software used in your firm.

(Age)

Only documents found in files/folders with the selected age will be included. If the previous field is set to "All Types" (default), documents not assigned to any file/folder will also be considered in the search.

The following options are available:

  • "Any Age"

  • "Older than 6 years"

  • "Older than 10 years"

  • "Older than 30 years"

Button Bar

Below the visible search areas, there is always a visible button bar. Click the Search Button to start the search. Use the Trash Button to clear all entries in the detailed search. All values will be reset to default.

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