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Advanced Search - Client Options

The Advanced Search options management allows you to set the advanced search options so that they persist and can be enforced for each advanced search. These are the check box options that show in the Advanced search page.

To set the global Advanced Search options

  1. In the Web Client, go to Administration Panel > System Configuration > Client Options > Advanced Search Options.
  2. Use the following table to set the global Advanced Search options for the document management software:

Option

Description

Values

Default Value

Search Metadata Only

Searches the metadata only and not the contents of a document (full-text search).

Enabled

Disabled

Disabled

Include Archive in Search

Searches the documents in the Library archive and includes any matches in the results. FileHold will search only the Library (current documents) if this option is not selected.

Enabled

Disabled

Disabled

Include All Document Versions

Searches all versions of the document. FileHold will only search the latest version if this option is not selected.

Enabled

Disabled

Disabled

Search Using Historical Metadata Fields

If metadata field names and values have been changed over time, you can still search these "historical" items as FileHold keeps track of any changes that have been made.

Enabled

Disabled

Disabled

  1. Select the Enforce check box next to the preference you want to be imposed on all users. Users will not be able to modify this setting in their personal Advanced Search options. Administrators may be able to modify their personal Advanced Search options which are dependent upon the setting in System Configuration > Settings > General.
  2. To reset the value for all users, click the Reset button next to the option name. At the prompt message, click OK. The settings will take effect the next time the user logs into FileHold.
  3. To reset all advanced preference options to their original default values, click Reset All Settings.
  4. Click Save. The changes will be pushed out to all end users unless their Advanced Search options have been previously modified. If the option is set to “enforced” then their options will be changed and locked down (meaning they cannot be modified by the end user) except for possibly Library Administrators or higher.