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Sending documents to Full-text Search

Full-text Search functionality allows you to send selected documents to Full-text Search (FTS) folder in cloud, where the documents stored are avaliable to be qucikly found using the Text filed in Filters section of the Documents form.

This chapter cointains a use case of how to send selected documents to FTS folder and then qucikly find them

Case summary

The person responsible wants to send all documents with the classification 662 - Claim documents (reports and applications) to the FTS folder and then qucikly find them by searching for the file name. They do this by following these steps:

  1. Selecting the documents
  2. Sending selected documents to FTS
  3. Finding a document using FTS

1. Selecting the documents

The person rersponsible selects all the documents with the classification 662 - Claim documents (reports and applications).

They do this by selecting this classification in Category field in the Filters section of Documents form and clicking on the Filter Documents button.

They continue to send the selected documents to FTS.

2. Sending selected documents to FTS

They click on the  (Wizards) button in the toolbar and select Send to Full-text Search from the list.

A message for confirmation appears: "Do you want to set Full-text Search for 6 selected documents?".

They click on Yes to continue.

After the process is finished an information appears: "Full-text Search is successfully set for 6 selected documents."

They continue to finding a document with the help of full-text search.

3. Finding a document using FTS

They want to find a document that contains a file named customer_claim_01.pdf.

They enter the text customer_claim_01 in the Text field of the Filters section.

Then they click on the Filter Documents button.

Only the document containg this text, in our case as a file name, is displayed in the Documents table.

 

 

 

 

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