Fusion 24.1.0 Manage Help Center

# Searches

You can perform searches on document text by keyword, and searches on additional metadata fields and tagging fields.

When you initiate a search, and results are visible, you can filter the results so that you can focus on a smaller set of documents.

The Filters panel allows you to find items that have a particular value or range of values in a particular field. This type of search is useful when you want to be able to find a set of items with particular properties. For more information, see Filter search.

The Search Builder allows you to build your queries by combining term lists and metadata content. For more information, see Search builder.

## Search terminology

The Fusion search engine retrieves documents that contain specified search terms.

- A search term is a word, value, or phrase.

- A field is a text box in which you enter the term, such as Date or Data Requests.

- A query is the whole search request, including search terms, fields, and date ranges.

## Document view panel

Results of a search are displayed in the document list panel. From the document list, click a document that you want to view and the document opens in the document view panel.

TIP: You must have permission to preview the content of individual items to see the document view panel.

When viewing a document in the document view panel:

- The document title (file name) is displayed at the top of the panel.

- To download the item currently displayed in the document view panel, click the download icon () located at the top of the panel.

- To move to the next or previous item in the document list, use the item navigation at the bottom of the document view panel.

- If an item has not been collected and only the metadata has been indexed, you will not see a preview of the document content and the document view panel does not show when the document is selected. Use the navigation that displays at the bottom of the document list panel when this type of items is selected.

  If an item has not been collected but the content has been indexed, you will see a text view of the content with a TEXT VIEW indicator above the content. To collect (and index) this item, click the collect icon () located at the top of the document view panel.

- If the document is displayed as a result of a search that included a keyword, the keyword is highlighted in yellow.

  In addition to the keyword, Fusion will also highlight words that start with, end with, and contain the keyword.

  TIP: If you open the document detail and view entity values, entity values are also highlighted in the document view panel. The highlight color used to identify found keywords is different than the highlight color used to identify entity values.

- If the document is displayed as a result of a search that included an entity, the entity value is highlighted in the document view panel.

- If a warning or error was encountered during processing, you will see a warning icon () or error icon (), as applicable, at the top of the document view panel. Hover over the icon to see the error or warning message. Switch to the Content view (preferences () > Content), or the Detailed view (), and then click the metadata tab () to view the full details of the error or warning.

Copyright 2019-2024 Open Text
Version 24.1.0 | Last updated December 2023
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