Search for documents in views

There are several ways to search for documents in your AODocs library in views:

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Learn more about views: Use views in your AODocs libraries.


Search for documents by keyword

Basic keyword search

1. Open a view.

2. Choose whether you want to search in properties only or in properties and attachments.

If you select... ...the search results include all the documents that have one or more of your keywords in:
  • Search in properties only
  • one or more system properties
  • one or more custom properties
  • the document title
  • the description field
  • Search in properties and attachments
  • any of the above
  • titles and content of attachments

Notes:
– If you're using new views, this choice is  available in all types of library. 
– If you're using legacy views, the search in attachments (in addition to properties) is implicit in Team Folders and Secured Folders. In Document Management libraries, you can activate search in attachments.

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3. Enter one or more keywords in the search bar. 

4. Click the search button or press Enter.

The search uses Google's stemming feature which supports plural forms and verb endings and isn't case sensitive. 

Note:
– Stemming varies according to the type of field such as properties, attachment names and attachment content. 
– The search in attachments feature searches within the textual content of any file format, including image files, using Google Drive's built-in optical character recognition (OCR) conversion.

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Search for keywords in a given order

1. In a view, enter your keywords surrounded by double quotes in the search bar. For example: 

“hr manager”

2. Choose whether you want to search in properties only or in properties and attachments. For details see above.

3. Click the search button or press Enter. 

Note: This search is not case sensitive, so the queries “hr manager”, “HR Manager” and “hr Manager” will return exactly the same list of search results.

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Note: You can do complex searches by property types and with advanced search operators.


Search for documents using filters

Note: Filters are available if they have been set up by your library administrator.

1. Use filters to add or remove search criteria.

In the example below:

  • we selected true for the Incomplete field to search for documents that have a mandatory property that isn't filled in
  • we entered a date in the Creation date filter to search for documents created after 1 January 2022

Search criteria are combined, so the results list displays only documents that match all the search criteria. You can remove a search criterion by clicking the cross next to its name.

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Note: The list of search results depends on the view that you are using. Some views may be configured with search filters that are combined with your search query. Learn more: Configure views.


Search for documents through a browsing tree 

Depending on how your library administrator has set up the views in your library, you may be able to browse by workflow state, folder property or a specific category. This lets you quickly filter documents without using the search panel.

If your current view has a browsing option set as Browse by Folder, you can:

  • select the checkbox Include documents from subfolders: any search results found in the selected folder and all its subfolders will be displayed
  • deselect the checkbox Include documents from subfolders: only search results in the current folder will be displayed

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