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  2. Search and Retrieval

Search and Retrieval

Locate your documents in seconds using views, sorts and filters to get the full power of metadata and search.

Searching for Documents

  • Search and Retrieval Overview
  • Searching in Lists
  • Sorting and Filtering
  • Group/Client/Job Search and Navigation
  • Internal Documents in the Knowledge Cabinets

Using the Views

  • Quick Access to Views, Clients, Documents, Jobs, Tasks and Automation
  • Navigating between Groups, Clients and Jobs
  • Adding/Removing/Moving Columns in a List
  • Emails Sent, Received and Draft and Mail Register Views
  • Saving Changes to the View Layout, Modifying and Deleting Views
  • Sticky Views
  • See all 8 articles

Searching on Filing Details

  • Tags and Keywords
  • Using Tags
  • Using Keywords
  • Unique Document Reference Number
  • Search within Emails, Phone Calls, File Notes and Meetings Content

Exporting Lists

  • Exporting Lists

Starred Documents

  • Marking and Displaying Starred Documents

Troubleshooting

  • Why is my list or view not displaying all jobs, documents, or tasks?

FAQs - Search and Retrieval

  • What is the default number of documents displayed on a page and can I change this?
  • Does FYI automatically clear the search criteria when I leave a screen?
  • What does the search include?
  • Does FYI file documents into folders?
  • How fast is the search, is there a time out, is there a cancel option when searching?
  • Is there any searching syntax for performing more advanced/complex search queries?

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