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FastFind Preferences - Client Options

FastFind provides search capability from third party windows-based forms applications such as Windows applications such as accounting or GIS software. FastFind works in conjunction with the FileHold Desktop Application (FDA). Users can use keyboard shortcut shortcuts that perform searches directly from the chosen application in the document management system to find relevant data instantly.

The options for FastFind settings can be globally enabled for all users through the centralized options management.

To set the global FastFind preferences

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

Option

Values

Default Value

Enable FastFind

Enabled

Disabled

Disabled

Update FastFind templates when user logs in to FileHold

Enabled

Disabled

Disabled

Enable mouse search

Enabled

Disabled

Disabled

Enable selection search

Enabled

Disabled

Disabled

Enable clipboard search

Enabled

Disabled

Disabled

Enable screen OCR search

Enabled

Disabled

Disabled

Search using

File and metadata – Runs a full text search and returns search results.

<Quick Search Name> – Select the quick search name to run the FastFind search on. If based on a quick search, it will only search on that specific search parameter and nothing else in the system (unlike a full text search which will search through everything).

File and metadata
  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 FastFind preferences. Administrators may be able to modify their personal FastFind preferences 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 FastFind 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 FastFind preferences have been previously modified. If the option is set to “enforced” then their preferences will be changed and locked down (meaning they cannot be modified by the end user) except for possibly Library Administrators or higher.