Search and retrieval

Browser-based search lets you easily find documents of interest. This also makes installation easy, since there is no installation needed on PC's that will be used for searching.

In your browser, you type in a search phrase, e.g., "quantum data", and all documents containing that search phrase are shown in a hit list, including scanned documents, Word and other digital documents, and email. The latest documents are shown at the top of the hit list.

In your browser, you can click the Name of any field, and the hit-list will be sorted by that field. For example, you can click the Amount field to sort the hit list by Amount.

You can make searchable annotations (notes) to documents, and let everyone view your annotations, or you can specify particular users who can view your annotations. This helps you collaborate with others.

In addition to searching with your browser, you can also search directly from any software application. For example, if you are in your customer management software, accounts receivable and payable, human resource, Microsoft Office, or email, just highlight a word or phrase, and press a function key to perform a SearchExpress search and display the scanned documents, Word, email and other documents containing the search phrase.

Once you find a document of interest, the search words are highlighted on both scanned images and digital documents, with each search word highlighted in a different color, so you instantly see what you are looking for.

In addition to searching from your desktop PC, you can search from your wireless laptop, Apple IPhone or Google Android phone. This means you can search your documents wherever you are, including meeting room, car and home.

You can search all index fields and the actual text of documents with one search statement. For example, enter "Quantum Data" and search the Customer Name, Document Type, Title, and other fields as well as the content (text) of documents.

Also, you can perform a field-specific search, e.g., find all documents with "Quantum Data" anywhere in just the "Customer Name" field.

When searching a specific field, you can see a pick list of valid entries. For example, for a Document Type field, you could see a list of valid document types, and choose an item from this list, before searching.

For date searching, you do not need to specify actual dates. For example, you can search for all contracts with an expiration date of today, yesterday, last month, next week, etc.

Search wizards or macros let you automate searches and the actions to be performed with the documents found with the search. For example, you could easily specify and save a search wizard that would perform a search for all documents that have been Sent to your inbasket in which the "Due Date" is "next week" or "this week" or "tomorrow".

The search wizard can also automatically perform actions on the found documents, such as automatically approve the documents, copy documents to a folder, export index fields in XML or CSV format, delete the documents, or perform a user-specified program or web-service call, such as importing the index fields (just exported to XML) into your A/P system.

You can specify whether the search wizard should display a hit list of found documents, or whether it should run without a user interface.

For more information on SearchExpress Document Management software, please call us at (205) 985-7686 or click here for more information. Our email address is SxSales@searchexpress.com.