Searching

There are two search modes in Folderit: Live Search and Deep Search (with OCR and more).

Live Search gives you quick live results as you type something to the search input field, without clicking on the Search button. Only the results that are found in file name and metadata will be displayed there.

Deep Search can be accessed when you click on the Search button (magnifying glass). Now search will be conducted from file content (with the help of Optical Character Recognition or OCR technology) as well, in addition to metadata and file/folder names. OCR-powered content search will find search terms from PDF, Docx and other text documents, but also from PNG and JPG images that include text — from scans or photographs of paper documents for example.

In Deep Search mode you can also filter the result to display only results from file names, folder names, metadata, content (OCR) or notes. By clicking on the Advanced Search button more search refinement tools open. Advanced Search allows you to search within a date range, file extensions (where only the extensions your files in Folderit actually have are displayed), Tags, Signers and from your own custom metadata fields.

You can reorganize the search results by file name, date and score by clicking on the column titles.

Score displays the OCR content search confidence — the higher the score the more likely the search query exists in the file content. Since OCR-technology is a sort of artifical intelligence, it will have to have a certain tolerance allowed to interpret characters it recognizes from the document content. This is needed for some off-angle photographs of text documents, poor lighting conditions etc that will make text appear hard to recognize for the OCR engine.
To exclude an account from OCR indexing go to Manage Accounts > Settings (gear icon) > Rename and uncheck the checkbox “File Indexing”.

You can also download the files from search results, share the resources, use file previewing etc like in a regular list view.

Here is a video overview about how to use Live Search and Deep Search in Folderit DMS: