Searching for files
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Prerequisites
- Access to the Drive (DR001) menu.
- User connected with viewer or editor permission.
Introduction
The file search feature in SoftExpert Drive is enhanced with the use of filters, which allow for a more efficient and organized search.
With the search filters, users can better control the records and view the registered information quickly and accurately, facilitating access to specific content.
Quick access
In the Quick access panel, there are the following default filters:
- Favorites: displays the files marked as favorites.
- My files: displays the files the user owns.
- Shared with me: displays the files shared with the user.
- Recently created: displays the files recently created by the user.
- Recently modified: displays the files that have recently undergone some change
Saved searches
You can save searches to speed up access to certain files. See how to perform this operation:
1. Fill out the search filters with elements of the files you want to filter.
2. Click Search.
3. Click the Save search button.
4. In the Type field, select whether the search is new or whether you want to use it to replace another saved search.
5. In the field below, enter the title of the new search or select the existing saved search that will be replaced.
6. Enable the Public search option if you want the search to be displayed to all users.
7. Click Save to complete. All saved searches are pinned in the Saved searches panel.
General filters
The search with filters allows you to search for specific properties of the records, such as location, owner, and status. Each view, My drive and Recycle bin, has exclusive filters to help with the organization and search of files.
The filters are located next to the search field, at the top of the component. To use them, simply select the desired filter category and fill out the fields with the properties of the files you want to filter. Then, click the Search button to apply the filter.
Conclusion
The search filters offer a practical way to locate and organize records in SoftExpert Drive, ensuring greater efficiency in file management.