CargoX Platform User Manual Logo
Version 3
  • 1. User Manual
    • 1.1. Quick Start Guide
    • 1.2. I have received an invitation to join CargoX Platform? How do I proceed?
    • 1.3. Hardware and software requirements
    • 1.4. Registration
    • 1.5. Logging-in
    • 1.6. Managing company details
    • 1.7. Contacts
    • 1.8. Interface
      • 1.8.1. I need help!
      • 1.8.2. The workspace
      • 1.8.3. Smart envelopes and Smart documents
      • 1.8.4. Notifications
      • 1.8.5. Search
    • 1.9. Using the platform
    • 1.10. Documents and pricing
    • 1.11. How to use the rules and filters?
    • 1.12. Three minute challenges
  • 2. Egypt ACI
  • 3. Frequently Asked Questions
CargoX Platform User Manual
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  • 1. User Manual »
  • 1.8. Interface »
  • 1.8.5. Search

1.8.5. SearchΒΆ

To search your CargoX Platform account for documents, click into the search field.

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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.

../../../_images/search_2.png

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.

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