Searching for Information

Laserfiche WebLink contains multiple methods of searching for information in a Laserfiche repository. Performing a search will retrieve all documents and folders that match your specified search criteria.

Identify what you are looking for

Before you can search for information, you must decide what type of information you are looking for. You might want to consider making a mental list of the different information or properties that apply to the document or folder that you would like to find. This list will allow you to quickly assess how the desired document or folder can be found.

Select the appropriate search categories

Determine how you will find the information that you are looking for. This can be performed by selecting the types of searches that are best suited for finding the desired information. Different types of searches can be combined to produce the desired results. When combining multiple types of searches, keep in mind that only search results that satisfy all of the different types of searches will be returned. Laserfiche Records Management Edition contains several records management specific types of searches.

The following scenario is an example of when you would combine multiple types of searches. If you are looking for all documents that deal with a particular person that have been updated since 2003, then you immediately know that you will want to perform a search by modification date. Additionally, you want to narrow your search results to only include documents that deal with that particular person. You know that this information may be found in the text associated with the desired documents. This may cause you to combine a modification date search with a full-text search. However, if you know for a fact that all desired documents have a field that stores this information, then you will want to combine the modification date search with a field search instead.

It is preferable to use a field search instead of a full-text search when a field specifically deals with the information that you are looking for. If the field search does not return the desired results, a full-text search can always be performed.

Specify search criteria

For each type of search that will be performed, specify the information that will be used to search. When specifying the criteria for a full-text search, try to match the language used by the type of document that you are looking for. If you are unsure of your word choice, try to be as clear, concise, and specific as possible. Keep in mind, that full-text searches will only find documents that contain the exact phrase as it was specified. Using advanced search syntax can provide you with more flexibility. To learn more about advanced searching, please refer to the Advanced Search Syntax topic.

Perform the search

Once you have specified what you are looking for, you need to perform the search. Start searching by clicking Search, which can be found at the bottom of the Search pane.

View the desired search results

After performing a search, the results will be displayed in the Contents pane. A particular search result can be viewed by double-clicking it.