Searching
Folderit provides two main search modes: Live Search for quick results while typing, and Deep Search for more comprehensive searches across file content, metadata, notes, and other indexed information.
Live Search
Live Search displays results immediately as you type in the search field, without requiring you to click the Search button.
Live Search checks:
- file names;
- folder names;
- metadata.
Deep Search
To run a Deep Search, enter your search term and click the magnifying-glass Search button.
Deep Search checks file and folder names and metadata, but can also search document content using Optical Character Recognition and text indexing.
Content search can find text inside supported documents such as PDF and DOCX files, as well as text visible in PNG and JPG images, including scans and photographs of paper documents. XLSX file content is not included in OCR content search.
For more accurate OCR results, make sure the correct document language is selected. Learn how to change the OCR language, or review the languages supported by Folderit OCR.
Filter Deep Search results
In Deep Search, you can limit results to specific information types, including:
- file names;
- folder names;
- metadata;
- document content found through OCR or indexing;
- notes.
Click Advanced Search to open additional filters. Depending on your data, you can refine the search by:
- date range;
- file extension;
- tags;
- signers;
- document number;
- custom metadata fields.
Only file extensions that currently exist in your Folderit account are displayed as available extension filters.
Search operators
You can use search operators to require or exclude specific words and phrases.
| Search syntax | Meaning |
|---|---|
"search phrase" | Search for the complete phrase. |
+phrase | The result must include the word. |
+"search phrase" | The result must include the complete phrase. |
-phrase | The result must not include the word. |
-"excluded phrase" | The result must not include the complete phrase. |
Sort search results
You can sort search results by clicking the available column headings, including file name, date, and score.
Understanding the search score
The Score indicates how closely a result matches the search query. A higher score generally means that the search term is more likely to appear in the indexed file content.
OCR results may vary depending on the quality of the source material. Factors such as angled photographs, poor lighting, low image quality, unusual fonts, or unclear scans can affect how accurately text is recognized.
To exclude an account from file-content indexing, go to Manage Accounts → Settings → Modify and clear the File Indexing checkbox. See also: modifying an account.
Actions available in search results
Search results work similarly to a regular Folderit list view. Depending on your permissions, you can:
- preview files;
- download files;
- share files and folders;
- open file or folder details;
- export search results with metadata to Excel or CSV.
To export search results, scroll to the bottom of the results page and select the available Excel or CSV export option.
Share a simplified search-results view
You can add parameters to the end of a search-results URL to simplify how the page is displayed.
| URL parameter | Effect |
|---|---|
&hideForm=1 | Hides the search fields and displays only the results. |
&disableLinks=1 | Disables clickable file names so users can preview results without opening the files directly. |
These parameters do not change access permissions. Users will only see results for files and folders they are authorized to access.