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| docs | Finding Items | doc/finding |
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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
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
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.