In addition to using the ELO iSearch, ELO allows you to search via keywording forms. This form of the search is useful when you want to search for specific keywording information.

Information: To be able to use a keywording form for the search as well, the option to Use as search form must be active. Enable this option in the keywording forms manager (ELO > Administration Console > Keywording forms).

Start the keywording search by clicking Search keywording.

The Search keywording dialog box appears.

Form selection

All keywording forms that can be used as a search form will be displayed in the Form selection area. Select the keywording form that you used to keyword the document you are searching for, e.g. Invoice. This limits the search to documents keyworded with this form.

Information: The Filter field enables filters/searches in the Form selection area.

Search fields

The search fields of the keywording form are shown on the corresponding tab. They correspond to the index fields on a keywording form. The tabs and search fields that appear depend on the settings for the corresponding search form.

You can use the search fields to search specifically for the entries in these fields, such as for the Invoice number or the Filing date.

Information: When searching the keywording, it is possible to make entries to multiple fields of a search form. This allows complex search queries to be created.

For example, enter the name Smith to the Customer field. ELO will then search the repository, but only for the Customer field in those documents filed with the Invoice keywording form.

Information: You can use keyword lists for entering search terms.

Options

The Options tab provides additional options to restrict the search to specific criteria.

Personal identifier: Use this field to search the contents of the Personal identifier index field.

End of deletion period: These two fields enable you to restrict the search to entries with a specific deletion period.

End of retention period: These two fields enable you to restrict the search to entries with a specific retention period.

Entry type: Allows users to restrict the search to specific entry types (e.g. All folders or Web document).

Notes: Allows users to search for notes. Select the note type from the drop-down menu.

Search area: The options in the Search area define what is to be searched.

Search mode: The search mode is important when you use multiple fields for the search. In the Search mode drop-down menu, define whether the fields are linked with Boolean AND or Boolean OR.

• AND: Only matches meeting all criteria are returned.
• OR: All matches meeting at least one of the criteria are returned.

Filed by: Allows users to restrict the search to entries by specific users.

File name: Allows users to restrict the search to entries with a specific file name.

Start search

Click the OK button when you have completed the search form.

Past searches

If you have already carried out several search requests, clicking Enter keywording using the most recently saved/displayed entries [F3] (icon with green arrow) will open a list of previous search requests. Both the search term and the used keywording form will be displayed.

Select one of the listed entries and click OK. The terms will then be transferred to the search form.

AND/OR search in index fields

In order to search index fields using AND/OR links, the search terms must be placed in quote marks. One of the operators (AND or OR) must be placed between the search terms.