Full-Text Search Setup

You can configure various searches that users can access to search for text in Vasion. Full-Text searches in all metadata, document notes, workflow comments and objects.

You can apply a Custom Folder View to the search results to show the user more details. If you do not already have a custom view you would like to apply to the Object Search, you can create one first and then create your object search. See Create a New Custom View for more details.

Full-Text Search

1. In the Admin app, click Search Setup on the side navigation and then click Full Text Search.

2. Click the New Full Text Search button on the top right.

   

3. In the setup page, enter the name of the new search in the Search Name field.
4. In the Search Text field enter you can enter a keyword to display as a label, or leave blank.

5. Use the Customized Folder Columns drop-down to select a custom view to display the search results.

   

6. In the Folders section complete the following:

   1. Check the Contains PII Data box if the folder to be searched contains Personal Identifiable Information.

   2. Check the box next to the folder(s) to include in your search.

      

      To select all the folders, click on the box in the table header

7. Once you select all your search options, click Add.