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	Add documentation page for searching
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							| @@ -0,0 +1,112 @@ | ||||
| --- | ||||
| layout: docs | ||||
| title: Finding Items | ||||
| permalink: doc/finding | ||||
| --- | ||||
|  | ||||
| # {{ page.title }} | ||||
|  | ||||
| Items can be searched by their annotated meta data. The landing page | ||||
| shows a list of current items. Items are displayed sorted by their | ||||
| date, newest first. | ||||
|  | ||||
| Docspell has two modes for searching: a simple search bar and a search | ||||
| menu with many options. Both are active at the same time, but only one | ||||
| is visible. You can switch between them without affecting the results. | ||||
|  | ||||
|  | ||||
| ## Search Bar | ||||
|  | ||||
| <img style="float:right;" src="../img/search-bar.png" height="50"> | ||||
|  | ||||
| By default, the search bar is shown. It searches in the name | ||||
| properties of the following meta data: | ||||
|  | ||||
| - the item name | ||||
| - the notes | ||||
| - correspondent organization and person | ||||
| - concerning person and equipment | ||||
|  | ||||
| A wildcard `*` can be used at the start or end of a search term to do | ||||
| a substring match. A `*` means "everything". So a term `*company` | ||||
| matches all names ending in `company` and `*company*` matches all | ||||
| names containing the word `company`. The matching is case insensitive. | ||||
|  | ||||
| Docspell adds a `*` to the front and end of a term automatically, | ||||
| unless one of the following is true: | ||||
|  | ||||
| - The term already has a wildcard. | ||||
| - The term is enclosed in quotes `"`. | ||||
|  | ||||
| You can go to the search menu by clicking the left icon in the search | ||||
| bar. | ||||
|  | ||||
| If the search bar shows a little blue bubble, it means that there are | ||||
| more search fields filled out in the search menu. In this case the | ||||
| results are not only restricted by the search term given in the | ||||
| search-bar, but also by what is specified in the search menu. | ||||
|  | ||||
|  | ||||
| ## Search Menu | ||||
|  | ||||
| <img style="float:right;" src="../img/search-menu.png" width="250"> | ||||
|  | ||||
| The search menu can be opened by clicking the left icon in the top | ||||
| bar. It shows some options to constrain the item list: | ||||
|  | ||||
| ### Show new items | ||||
|  | ||||
| Clicking the checkbox "Only new" shows items that have not been | ||||
| "Confirmed". All items that have been created by docspell and not | ||||
| looked at are marked as "new" automatically. | ||||
|  | ||||
| ### Names | ||||
|  | ||||
| Searches in names of certain properties. The `All Names` field is the | ||||
| same as the search in the search bar (see above). | ||||
|  | ||||
| The `Name` field only searches in the name property of an item. | ||||
|  | ||||
| ### Tags | ||||
|  | ||||
| Specify a list of tags that the items must have. When adding tags to | ||||
| the "Include" list, an item must have all these tags in order to be | ||||
| included in the results. | ||||
|  | ||||
| When adding tags to the "Exclude" list, then an item is removed from | ||||
| the results if it has at least one of these tags. | ||||
|  | ||||
| ### Correspondent | ||||
|  | ||||
| Pick a correspondent to show only these items. | ||||
|  | ||||
| ### Concerned | ||||
|  | ||||
| Pick a concerned entity to show only these items. | ||||
|  | ||||
| ### Date | ||||
|  | ||||
| Specify a date range to show only items whose date property is within | ||||
| this range. If you want to see items of a specific day, choose the | ||||
| same day for both fields. | ||||
|  | ||||
| For items that don't have an explicitly date property set, the created | ||||
| date is used. | ||||
|  | ||||
| ### Due Date | ||||
|  | ||||
| Specify a date range to show only items whose due date property is | ||||
| within this range. Items without a due date are not shown. | ||||
|  | ||||
|  | ||||
| ### Direction | ||||
|  | ||||
| Specify whether to show only incoming, only outgoing or all items. | ||||
|  | ||||
|  | ||||
| ## Screencast | ||||
|  | ||||
| <video width="100%" controls> | ||||
|   <source src="../static/docspell-search-2020-06-13.webm" type="video/webm"> | ||||
|   Your browser does not support the video tag. | ||||
| </video> | ||||
| @@ -30,6 +30,9 @@ options: | ||||
|      - title: Adding Meta Data | ||||
|        url: doc/metadata | ||||
|  | ||||
|      - title: Finding Items | ||||
|        url: doc/finding | ||||
|  | ||||
|      - title: Uploads | ||||
|        url: doc/uploading | ||||
|  | ||||
|   | ||||
										
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