ndOffice Search

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Searching is a powerful feature that helps you to find specific documents easily and quickly within the specified location.

You can search documents by:

  • Document Name
  • Document ID
  • Created By
  • Modified By
  • Everything

After entering keywords or phrases in the Search text box, search results are in the right pane of the ndOpen or ndSave dialog box.

With the 2.3 release, use Advanced Search within a Folder or Filter to limit the results to the selected location. Go to the desired location and select Advanced Search adva.png in the upper-right corner.

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To narrow search results, use any combination of the following criteria:

  • Search within container - Select the check box to search within the selected folder or filter. If you clear the check box, the search is performed within a cabinet.
  • Search subfolders - Select the check box to include subfolders into searching. If you clear the check box, searching includes only the current folder. (This check box appears in ndOffice 2.5)
  • Document Name –  Enter the text to search for in the selected location.
  • Search version names - Select the check box to search for text contained within a version name. (This check box appears in ndOffice 2.4)
  • Document ID – Enter the valid document ID(s) to search for in the selected location.

Note: To find several documents, you can enter valid document IDs and separate them by commas, spaces or the Boolean operator or. After entering the document IDs into the corresponding text box, all other search fields become unavailable.

  • Profile attributes – In the profile attribute field, you need to:
    • Select the ellipsis button.
    • Select either begin with or contain in the NetDocuments Lookup dialog box.
    • Enter the value into the text box, and then select Find
      Search results can be sorted by key or description. If you want to save the specified sorting options, select Make this my default.
  • Created By – The name or surname of the person who created the document.
  • Created Date – A range of dates within which you have created documents, in the following format: mm/dd/yyyy. In each text box, you can click the date picker icon  to set the date on the calendar.
  • Modified By –The name or surname of the person who modified the document.
  • Modified Date – A range of dates within which you have created documents, in the following format mm/dd/yyyy. In each text box, you can click date picker icon  to set the date on the calendar.
  • Everything – Specific text to search for in the selected location.
  • File extension - Limit a search by file type. The File extension drop-down list narrows the search scope to Documents Only, Folders Only, or Saved Searches. (This field appears in ndOffice 2.3)

To use criteria from the last search in the current location, select the Load previous search criteria link in the Advanced Search dialog box. 

To view the previous search results in the current location, select the Display previous search results link. You can see the search results as Large Icons, Small Icons, or Details.

Enter * to perform a proximity search. For example, you can enter the following search values with the asterisk:

  • agreement* - Returns agreement, Agreements, and so on.
  • a* - Returns everything that starts with a.
  • agr* - Returns everything that starts with agr.
  • *ment – Returns everything that ends in ment.

Braces { } around the value in the text box indicate an exact search. This means that you will find the exact value within { } for that field.

With ndOffice 2.2, the workspace selector is now consistent with the NetDocuments web interface allowing you to enter the search criterion from inside the string and when the string begins with (support ‘contains’ searches).

Enter up to 50 symbols when searching lookup values even if the cabinet is set to use less than 50 characters, which does not slow down the search.

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