optiview - searching

OPTIVIEW - SEARCHINGTips and tricks

BASIC TOOLS• Left to Right:• Scan• Import• Add Reference Record• Inbox• Manual Index• Index Search • Text Search• Help

MANUAL INDEX

• With manual indexing, the user must supply the index values.

INDEX SEARCH

The Index Search capability is an extended search functionality that allows the OptiView user to search for documents across multiple categories, tabs (groups), and applications (screens) using full or partial index values and document descriptions in place of the automatic indexing that occurs from an application integration. 

This is a very powerful method of finding documents without knowing the exact indexes or descriptions.

MAKING A SELECTION• By default double clicking on a line of the search results will open the

document in view only mode. To change this default to Set the Main Screen to the Document, right-click on any line of the search results table and click on the Use 'Set Main Screen' as Default Option

TEXT SEARCH

• These instructions are geared towards finding misplaced scanned items. • Click on the binoculars.

TEXT SEARCH

• Fill in only the information that you are certain of.

TEXT SEARCH• In my example, I wanted to find any document ever scanned contains the word Towles. I entered the word Towles in the Search for box. I unchecked Current Indexes because I want all indexes to be searched. I also unchecked Document Date because I want all dates checked. Once your search criteria has been entered, click Search.

TEXT SEARCH FIELDS