Quick Search Configuration

1. From the Administration tab, click on the Quick Search tile.
2. Click the Add button. the Quick Search Configuration window opens.

The window is split into different sections, similar to the Advanced Inquiry screen in Smart Client.

Select Quick Search Criteria

1. In the Company section, select the appropriate top-level folder from the list (to highlight multiple companies, hold down the Shift or Ctrl key on your keyboard as you select). If you wish to search all companies, click the Select All link.
2. In the Document Types section, choose all relevant document types you want to search (to highlight multiple types, hold down the Shift or Ctrl key on your keyboard as you select). If you wish to search all document types check the Select All link.
   1. When you select a document type, the Properties section changes to display only relevant properties for your all of your selected document type(s). Selecting multiple types will only show properties matching for those document types.
   2. If property values are unknown, leave blank. Search results will return all documents matching top-level folder(s) and document type(s).
   3. If a property value is known, enter the property value you want to search on (for example, Invoice Number, PO number). Search results will return all documents matching top-level folder(s), document type(s) and property value(s).
3. To filter results to a specific date range, select the Filter by Entry Date option. The Date Range dialog opens.
   1. Enter a start date in the From field. Select the down arrow to open the calendar control.
   2. Enter an end date in the To field. Select the down arrow to open the calendar control.
   3. If you wish to maintain a date filter that changes depending on the current date displayed, check the Range is relative to Today option.
   4. Click OK. When you click the OK button, you will see a description of the date filter on the quick search window.
4. Check the Filter by Status box to enable a document search by DocLink status. Select the status, or statuses, you wish to the search for from the list. Use the Shift and Ctrl keys to multi-select.

   Document Status	Description
   Complete	Documents that have been successfully stored and indexed into DocLink.
   Incomplete	Documents that have been stored in DocLink but are not completely indexed. Documents are placed in this folder when they are missing a property value for a property that was expected.
   Rejected	Documents that have been rejected. Documents are placed in this folder when they don’t have a property value for a required property.
   Pre-Indexed	Documents that have been minimally indexed into workflow. In the Index Batch tab, users can distribute document to workflow statuses that do not contain required properties. Normally if a document is missing required properties it is rejected. If the document is in workflow, such documents are assigned to a pre-indexed status.
   Read-Only	Documents that have an electronic signature. Once a document has completed the electronic signature process and the signature(s) added, the document will no longer be editable and will have a read-only status.

5. To search for text string contained in an annotation:
   1. Enter the text you want to find in the Annotation Search Text field.
   2. To filter the search to a specific annotation type, check the Limit Annotation Search box and select the annotation for the list. To select more than one, hold down the Shift or Ctrl key as you make your selection.
   3. To search all annotations, leave the Limit Annotation Search box unchecked.
6. To delete any single value entered in the Properties field, highlight the value and press the Delete key on your keyboard.
7. If you want the property value to be editable, check the Editable box. This will allow the user in DocLink Mobile or Web Client to change the searchable property value.

   The token <USERNAME/> can be used as criteria for a property. When the quick search is used, the search will return only those documents indexed with the logged-in user's user name.

   NOTE: The token is not case-sensitive in DocLink 4.0 and higher

8. When you are finished entering property values, click the OK button to save the search and return to the Quick Search Profiles window.