The Search Panel is located at the top of DynaFile’s interface, under the Multi-Document Actions Bar. By using the unique Indexing Information a system administrator has set up, one can search for and retrieve documents. You can search on just one classification or a variety of indexes to find the documents you are looking for.
Please note that Indexing Fields are customizable so your site may differ slightly, please reach out to your DynaFile admin with any questions or to add additional Document States to your site.
Indexing Fields
You can search for and retrieve your documents in the system easily using the Search panel. The index fields that your documents are classified under can also be used to cross-reference and filter documents in the system.
Index Browser
The Index Browser is located in the Search Panel. Documents can be selected by expanding the virtual folders.
These folders only show when there are documents that reference them in the system. As you add documents corresponding folder will automatically be generated, you will never have a blank or empty folder. The Index Browser is an additional search tool users can drill down to find a specific employee or document, but no document updates can be made from this area, it is search only.
The Index browser can be used to narrow down search results or browse folders in a traditional way. The display of the folders is a virtual representation of the Index Fields configured for the site you are accessing. The hierarchical order of the folders is customizable on a per-site basis.
Grid Settings
You can access the grid settings with the gear icon in the upper right corner of the Search Panel. Here you can set the visibility of the Index Field Search criteria.
