The search user interface can be opened in two ways. The first is by clicking the 'Search' button on the application toolbar, and the second by clicking the 'Reports' button on the application toolbar and selecting the 'Search' option. The user interface is divided into two parts. On the left is the search form, while on the right is the search results table.

The basic fields of the search form are 'Name', 'Company', 'Contains', 'Document Type', 'Partner' and 'Tag'.

  • 'Name' - search by document name.
  • 'Company' - search by company name. The company is selected from the drop-down menu.
  • 'Contains' - search by word or phrase within the document.
  • 'Document type' - search by document type. Clicking the arrow to the right of the field will open a tree-shaped drop-down menu with nodes representing the document type. The selection is made by left-clicking on the desired document type inside the tree.
  • 'Partner' - search by partner name.
  • 'Tag' - search by tags placed on the document

The user is able to customize the search via the '' button, located to the left of each search box. Pressing this button removes the corresponding field from the search form. Below the form is a drop-down menu 'Add' from which it is possible to select additional search fields to be inserted into the search form.

In addition to the basic fields, it is possible to search by the date the file was created 'Date creation 'and by change date' Date of change'. When entering a date, the start and end dates are determined, which are selected by clicking on the calendar icon to the right of the field for entering that date. Inside the calendar in the upper left and right corners are arrows used to select the month, while pressing the name of the month opens a menu where you can mark the year on the right and the month on the left, and press the 'OK' button to select the month in years. When a month is selected, pressing the day in that month selects the desired date.

Below the search box, and above the 'Add' drop-down menu, there are two buttons - 'Search' and 'Reset'. The 'Search' button is used to start a search based on the data entered in the form. Pressing the 'Reset' button deletes all data entered in the search form.

The search results table shows basic information about the found files:

  • 'Name' - file name
  • 'Company' - the name of the company
  • 'Partner' - the name of the partner
  • 'Dat. creation '- the date the file was created
  • 'Dat. of change' - the date of the file change

TheIn the table on the right there are two more special columns with icons - information and overview.

The last column for the 'Open' preview contains icons that serve as links to the document. Clicking on this icon will download and open the corresponding document.

The penultimate column contains an '' icon for each of the search results. Clicking on this icon will open the 'Info' window, which is described in the 'Document Information' section.

There are three buttons for creating reports in the lower right corner of the screen. This functionality is described in the sub-chapter 'Generating report files'.