# Search entries

You can search for documents and folders. The more information you enter about the entry you are looking for, the better the result will be.

This chapter describes an example of a search. You will find descriptions of the interface and all the search options in the ELO Java Client (English) (opens new window) and ELO Web Client (English) (opens new window) user documentation.

Example

You want to search for a document. You know

  • which folder the document is in,
  • that the document was filed in 2020 or 2021, and
  • that the title of the document contains the words 'ideas' or 'project'.

Method

  1. Select the folder that contains the document in the Repository work area.

  2. Navigate to the Search work area.

  3. Select the in all areas menu.

    In the ELO Web Client, this menu is on the Search tab.

  4. Enable the Current folder only function to limit the search to the folder you just selected.

    In the ELO Web Client, this option is on the Search tab > in all areas.

    Please note

    If the Current folder only option is enabled, the search can take a lot longer.

  5. Uncheck the boxes next to Full text, Fields, Extra text, and Feed. This way, the search is restricted to the title of the document, i.e. the Short name.

  6. Select the years 2020 and 2021 under Filing date.

  7. Enter ideas, project in the search field.

  8. Select Search (magnifying glass icon).

    Alternatively: Hit the ENTER key.

Result

The search is performed.

Outlook

  • To view an entry in the results list, select the entry.
  • To go to the filing location of the entry, select the entry. On the ribbon, select View > Go to.

If you have selected multiple areas under in all areas, the search behaves as follows:

One search term:

  • If you enter one search term, entries containing the search term in one of the areas are shown.

Multiple search terms:

  • AND search: With an AND search (entering terms without a connecting element, e. g. dog cat), all entries that contain all search terms in one of the searched areas are shown.
  • OR search: With an OR search (entering terms with a comma, e. g. dog, cat), all entries that contain at least one search term in one of the searched areas are shown.

Information

For technical reasons and to improve ELO iSearch performance, these areas cannot be searched in combination in the AND search.

Example

You search for two terms in different areas: One of the terms is in the full text of a document, and the other is in the short name. ELO iSearch does not return any matches. In this case, it only lists results that include all search terms in the same area.

If you search for just one of the terms and restrict the search using filters, you will get better results.

# Search parameters

The search is enabled with AND connections by default. If you enter more than one term, the terms are automatically linked with AND unless you use another operator.

You can use the following operators to make your search more precise.

Explanation Search operator Examples
AND search: All the terms mentioned must appear in the result.
  • Space
  • AND
  • &&
February invoice
OR search: At least one of the terms mentioned must appear.
  • ,
  • OR
  • ||
Order, Invoice
Logical parentheses: These determine which terms to search for in addition to the actual search term. Search term 1 (search term 2, search term 3) Invoice (bill, receipt)
Exclude terms from the search Search term 1 -search term 2 Invoice -receipt
Search for entire phrases "Search term 1 search term 2" "social media"
Range search: Restrict search ranges for a faster and more precise search Put terms (e.g. folder names) in square brackets and separate with TO. Search folder "03" to "05": [03 TO 05]
Wildcard search: Search for sequences or strings with a wildcard Insert wildcard * before and/or after the term
  • Search for a name that contains "ow": *ow*
  • Result begins with "15": 15*
  • Result ends with "15": *15

Information

You do not need to use the wildcard * in the Short name, Date, or Extra text fields. ELO displays all documents that contain the character string in the field in whatever form.

You can also perform a universal search for certain attributes. You will find more information on this in the ELO Java Client (English) (opens new window) user documentation.

# Filters

You can narrow down the search using filters: Ribbon > Search > Filters. After you have selected the filter, specify the filter via the drop-down menu.

Please note

If you search for NOT, OR, or AND via the search field or filters, you may encounter issues during your search.

You can find more information on filters in the ELO Java Client (English) (opens new window) and ELO Web Client (English) (opens new window) user documentation.

Last updated: September 16, 2024 at 8:59 AM