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Introduction to dox2U
Introduction to dox2U: Table of ContentsGuide: Getting Started with dox2U for New Users Getting Started with dox2U for Workspace Owners dox2U Dictionary Create a dox2U Workspace Email Template for Introducing dox2U to Your TeamInvite your Team onto dox2UJoin a dox2U WorkspaceHow To Find Your Workspace Understanding Roles & Rights in dox2UUnderstanding Groups in dox2U
Using dox2U
Using dox2U: Table of Contents
Workspaces
Uploading & Tagging Documents
Document handling
Share documents using dox2U
Organize documents with dox2U
Text Extraction
Deep Search
Understand dox2U Deep SearchSearching Documents in your WorkspaceAdvanced Search Parameters
Notifications
User Profile Settings
Administration
Administration: Table of Contents
Manage Users
Manage Groups
Setting Up A Workspace
Workspace Management
Workspace Management for Owners Only
Audit Log
Role Management
Workspace Trash
Billing and Subscription

Understand dox2U Deep Search

Searching for documents on dox2U is as easy as running a Google Search. With dox2U’s Deep Search, a user can retrieve a particular file even by searching for the smallest bits of content present within the document. This eases up the process of searching and retrieving documents while maintaining high accuracy of search results. 

Searching for Documents within Your Workspace 

dox2U lets you search for documents that have been verified and added to your workspace using the search bar located at the top of your screen.

In addition to searching documents in the usual manner, like using the document name, you can also use our Advanced Search parameters for a multi-level granular retrieval of documents. Learn more about our Advanced Search parameters here 


📓Things to be noted 

  • You cannot search for documents that have not been verified yet or have been placed  in the Trash by the document’s Owner. 
  • The search results will display all the documents in the workspace. However, you must either be the Owner or have Shared Access to a document in order to be able to access it from the search results. Check Understanding Roles and Rights in dox2U. 

To search for a document on dox2U, follow the steps outlined below: 

Step 1: Click on the Search Bar, which is located at the top of your screen and is available throughout different pages of your Workspace. 

Step 2: Enter the search query with relevant information that you wish to look for. 

If you wish to use Advanced Search parameters, continue to Step 3. 

Otherwise, skip to Step 6, 

Step 3: To access the Advanced Search parameters, click on the   present on the Search Bar.

Step 4: A dropbox with advanced search filters appears.

Step 5: Select any of these advanced search filters as you require to retrieve your document 

Step 6: Hit or click the Search button/icon

Step 7: Your search results appear in front of you in a tabular format. 
To know more about the functionality of each of these advanced search filters, Understand Advanced Search Parameters.  

You can also choose a particular sorting order for your search results. The sorting order by default is the Relevance Prioritized by Name. Look at the table below for more details: 

Sorting ParametersHow does it Help
1. Relevance Prioritized by Name Your search results will be sorted intelligently based on their relevance, with a priority given to the document’s name. 
2. Relevance Prioritized by Content Your search results will be sorted intelligently based on their relevance, with a priority given to the document’s content. 
3. Sort by Added Date Your search results will be sorted as per the date of verification. 

4. Sort Alphabetically 

  • A to Z
  • Z to A 
You can choose to sort your results either in ascending alphabetical order or descending alphabetical order. 

We have carefully crafted our sorting orders to provide you with the greatest benefit, making it even easier for you to retrieve your documents and find what you need. 

Advanced Search Parameters 

Using dox2U’s Advanced Search Parameter lets you define multi-level granular criteria for retrieving your documents. These Advanced Parameters are:

Advanced Search ParametersHow does it help?
Doc Type

Search for your documents by specifying their format 

Example - PDF, doc, JPG, etc.

Owned ByView the documents owned by a particular user in your Workspace 
Shared WithView the documents that have been shared with a particular user or group in your Workspace
Added Date Retrieve documents as per the date of verification
Doc Name Search for the entered query only in the name of document 
Doc Contains Search for the entered query in the content of the document. For more information, check Text Extraction
Tags Search for the entered/selected query in the tags that have been added to your document.
Includes the words Search for the entered query in the Document Name, Content, Tags, or Notes. This filter is the same as entering your query directly in the search bar.

📓Things to note 

  • The search results will display all the documents in the workspace. However, you must either be the Owner or have Shared Access to a document in order to be able to access it from the search results. Check Understanding Roles and Rights in dox2U 





 

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