Search

Easily find data captured in forms and search across storage systems from anywhere. There are two different types of searches you can use to find documents: field-based object search and full-text search.

Tap on the Search icon Search icon located on the header to view all the available searches.

App header

All searches search screen.

Object Search

Object fields refer to data fields applied to forms or documents. An object field search requires specific field values for the search.

1. In the Search screen tap Object.

Object search screen.

2. Tap on the search you want.

Object search selected screen.

3. Enter the value to search and tap Done.

Search parameter fields screen with keyboard.

4. Tap Search.

Object search screen with completed search parameter fields.

5. Tap on any search result to view document.

Object search results screen.

By default the Search Results screen displays the list or files that match the search parameters. To view details about the document select the Expand button Expand file button. The information details shown is the same as the web client and it depends on whether there is a custom folder view assigned.

Search resutls screen with one record expanded to see details.

Full Text Search

A Full Text Search allows users to locate documents by typing a word or phrase that exists in one or more documents. Full-Text searches in metadata, document notes and line items, workflow comments and objects. If documents are not presented using Full Text Search, see your Vasion administrator.

1. In the Search screen tap Full Text.

Full Text search screen,

2. Tap on the search you want and enter the search value.

Enter Text to Search

3. Tap Done to close the keyboard.

Term entered into the text field and keyboard display.

4. Tap Search.

Full text search screen displaying a term entered into the field.

5 Tap on any search results to view the document

Full Text search results screen

By default the Search Results screen displays the list or files that match the search parameters. To view details about the document select the Expand button Expand file button. The information details shown is the same as the web client and it depends on whether there is a custom folder view assigned.

Search results screen showing a record expanded to display details.