{"id":29034,"date":"2026-01-09T15:22:28","date_gmt":"2026-01-09T14:22:28","guid":{"rendered":"https:\/\/help.openbee.com\/open-bee-portal\/user-guide\/search-for-documents-and-files\/"},"modified":"2026-05-13T09:40:31","modified_gmt":"2026-05-13T07:40:31","slug":"search-for-documents-and-files","status":"publish","type":"page","link":"https:\/\/help.openbee.com\/en\/open-bee-portal\/user-guide\/search-for-documents-and-files\/","title":{"rendered":"Search for documents and files"},"content":{"rendered":"\n<h1 class=\"wp-block-heading\">Quick Access<\/h1>\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/help.openbee.com\/en\/open-bee-portal\/user-guide\/search-for-documents-and-files\/search-criteria\/\">Search criteria<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/help.openbee.com\/en\/open-bee-portal\/user-guide\/search-for-documents-and-files\/search-results\/\">Search results<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/help.openbee.com\/en\/open-bee-portal\/user-guide\/search-for-documents-and-files\/registering-the-search\/\">Registering the search<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/help.openbee.com\/en\/open-bee-portal\/user-guide\/search-for-documents-and-files\/actions-on-selected-items\/\">Actions on selected items<\/a><\/li>\n<\/ul>\n\n<h1 class=\"wp-block-heading\">Introduction<\/h1>\n\n<p>The search functionality allows you to quickly find your documents and files in the EDM thanks to a powerful search engine.<\/p>\n\n<p>It combines:<\/p>\n\n<ul class=\"wp-block-list\">\n<li>keyword research<\/li>\n\n\n\n<li>a multi-criteria search<\/li>\n\n\n\n<li>business filters<\/li>\n\n\n\n<li>a configurable list of results<\/li>\n\n\n\n<li>calculations on columns<\/li>\n\n\n\n<li>a system of recorded searches<\/li>\n<\/ul>\n\n<h1 class=\"wp-block-heading\">General presentation of the research<\/h1>\n\n<p>The search allows you to query:<\/p>\n\n<ul class=\"wp-block-list\">\n<li><strong>the text layer<\/strong> of documents (OCR, PDF, Office files, etc.),<\/li>\n\n\n\n<li><strong>technical metadata<\/strong> (dates, creator, file type, etc.),<\/li>\n\n\n\n<li><strong>business metadata<\/strong> (e.g.: Amount excluding VAT, Third Party, Budget Code, etc.),<\/li>\n\n\n\n<li><strong>the structure of the EDM<\/strong> (files, filing rules, statutes, etc.).<\/li>\n<\/ul>\n\n<p>You have a simple and scalable criteria interface: criteria are displayed by default, and others can be added as needed.<\/p>\n\n<h1 class=\"wp-block-heading\">Access the search<\/h1>\n\n<h2 class=\"wp-block-heading\">From the banner<\/h2>\n\n<p>A search box is available in the top banner of the application.<br\/>It allows you direct access to global search.<\/p>\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/image-2-translated-1024x61.png\" alt=\"\" class=\"wp-image-28477\"\/><\/figure>\n\n<p>Type a keyword and then press the Enter key on the keyboard to start a search from this banner.<\/p>\n\n<h2 class=\"wp-block-heading\">From the side menu<\/h2>\n\n<p>The menu on the left has a <strong>Search<\/strong> entry, which opens the full search interface.<\/p>\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/FD2D898A-6D8E-40CA-B16B-6FF8CCB3890F-translated.png\" alt=\"\" class=\"wp-image-28470\"\/><\/figure>\n\n<p>When you access the search from the menu, the search is empty: no search criteria are entered.<\/p>\n\n<h2 class=\"wp-block-heading\">From a folder: &#8220;Search this folder&#8221;<\/h2>\n\n<p>By default, the search is carried out on your entire DMS.<br\/>Each folder has a <strong>Find in this folder<\/strong> action in the document browse. This action allows you to start the search by pre-filling the <strong>Folder <\/strong>criterion with the folder concerned. <\/p>\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/DB440E41-756F-42C1-9302-732142AAC219-translated-1024x339.png\" alt=\"\" class=\"wp-image-28474\"\/><\/figure>\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Quick Access Introduction The search functionality allows you to quickly find your documents and files in the EDM thanks to a powerful search engine. It combines: General presentation of the research The search allows you to query: You have a simple and scalable criteria interface: criteria are displayed by default, and others can be added [&hellip;]<\/p>\n","protected":false},"author":93,"featured_media":0,"parent":20156,"menu_order":3,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-29034","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/29034","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/users\/93"}],"replies":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/comments?post=29034"}],"version-history":[{"count":7,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/29034\/revisions"}],"predecessor-version":[{"id":29286,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/29034\/revisions\/29286"}],"up":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/20156"}],"wp:attachment":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/media?parent=29034"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}