1.8.5. SearchΒΆ
To search your CargoX Platform account for documents, click into the search field.
You can start by entering search keywords that have to be at least 3 characters long. The search will find all documents where either the document name, filename, sender, recipient, metadata, or document's contents (if available) matches the search query.
With advanced search functionalities, you can limit the search by Sender or Document type.
For more powerful search functions and document organization, you can also use tags. Tags are the text fields that can be added in document properties when uploading a document - either by manually entering them, or automatically in a case of API integration.
Once you click in the search field, a list of all tags used in documents on your accounts will open. You can either choose a tag and provide a (partial) value as a search query (no need to use a wildcard as this is the default behavior); or you can just select a tag and press TAB to use it (without providing a search query value). This way all documents that have this tab defined will be matched, regardless of the value.
You can combine not only your search keywords but tags.