This section describes various ways you can search for documents in Worldox.
Searching for a Document Number/Doc ID
Searching by Description/Additional Comments
Searching for Text in a Document
Touch the Find button and select a cabinet to open the Find Files form.
On the Find Files form, touch in the Doc ID field and enter a whole or partial doc ID. You can use asterisks (*) as wildcards.
Example: Enter 456* to find all doc IDs starting with “456”.
Fill in any other search criteria needed, then touch Search.
That starts the search. You then see either a list of files matching your search criteria, or a message saying that no files were found.
Touch the Find button and select a cabinet to open the Find Files form.
On the search form, touch in the Name/Comments field and enter a full or partial name or comment.
Name is the file name, created when the document was profiled into Worldox. Comment is text entered in the Add’l Comments field on profile forms.
You can use asterisks (*) as wildcards.
Example: Enter Field* to find all file names or comments starting with “Field” … such as “Field Report 2.12.12”, “Fieldstone Assn. File” et al.
You can also use standard Boolean operators within fields (And, Or, Not, Nor) to refine a search.
Example: Enter Field OR Survey to find all file names or comments containing either of those two words.
Fill in any other necessary search criteria, then touch Search.
That starts the search. You then see either a list of files matching your search criteria, or a message saying that no files were found.
You can perform a text search in Word, Excel, PowerPoint and Adobe documents.
1. Touch the Find button and select a cabinet to open the Find Files form.
2. On the Find Files form, enter the word or phrase into the Text in File field.
If you enter words that are not surrounded in quotes, Worldox uses the default w/3 search. This finds documents which both contain those words, and in which the words are within three words of each other.
Note: The w/3 search setting is the default for text searching. That can be changed by Worldox Administrators, so if search at your site operates differently, please contact your Worldox Administrator to see how search should work for you.
If you enter words that are surrounded in quotes, Worldox will look for the exact phrase.
If information is entered using the word AND, Worldox searches for files containing both words.
If information is entered using the word OR, Worldox searches for files containing either word. Search results using OR may generate large results.
Punctuation (e.g., commas, periods) is important in searches.
Worldox searches are not case sensitive; capitalization does not affect the search result.
3. If you know the name of the document or any comments entered, you can type that into the Name/Comments field.
4. Fill in any other necessary search criteria, then touch Search.
That starts the search. You then see either a list of files matching your search criteria, or a message saying that no files were found. To see matching text in any one found file, select that file on the list and touch the View button on the toolbar. As the Viewer window opens, you see found text highlighted in color.
To search for an exact phrase, enter the text in quotation marks in the Text in File field. Worldox will not delete commonly used words that are included in an exact phrase search.
You can specify file (document) type in Worldox searching.
1. Touch the Find button and select a cabinet to open the Find Files form.
2. On the Find Files form, touch DocType, then select one or more file types from the list in the DocType dialog and touch Select.
Note: Field button numbers relate to how fields are structured in cabinets. That changes from group to group, so the DocType field number can vary.
3. In the Find Files form, your selection(s) appear in the Doc Type field.
4. Fill in any other necessary search criteria, then touch Search.
That starts the search. You then see either a list of files matching your search criteria, or a message saying that no files were found.