Searching for documents in the plugin

In order to search for documents, go to the "Search" tab. There, you will find three search options.

Screenshot of the "Search" tab.

By document status:

1. Check on the box the value you're looking for ☑️, and uncheck the box for the opposite case 🔳 . For example, "Draft" or "Approved" status.

2. Press the Search button.

By document type:

1. Check on the box the value you're looking for ☑️, and uncheck the box for the opposite case 🔳 . For example, "Draft" or "Original" document.

2. Press the Search button.

By classifiers:

1. Select the required value/s.

2. Press the Search button.

By content

Searching by content: this field will allow for you to search documents by the information contained in them, or by the tags that were associated to them upon importing or edition. This field gives you the option to carry out 4 types of searches:

• By separate words. For example: "malbec". The document will have to containe the word, regardless of its location.

• By phrase. For example: “oak malbec” (in quotes). The phrase will appear exactly as it has been written.

• Searched can also filter content that is not in the document. For example: -"malbec" (minus sign and in quotes). The result will bring up every document that does not contain the word "malbec".

• By internal code. The system, by default, will assign documents an internal code "MOON0000", which will be associated with the document number when uploaded to cloud storage.

In order to carry it out:

1. Type the word or phrase to search for in the search field.

2. Press the "Search" button.

All options can be combined in order to get a more precise selection.