The Search functionality in a system, such as a Document Management System (DMS), is a tool designed to help users quickly locate specific information or documents within the platform. It enables users to enter keywords, phrases, or criteria such as document titles, metadata, dates, or tags to find the desired records. Advanced search features may allow filtering based on categories, status (e.g., draft, approved), or user-defined fields, further narrowing down results. This functionality saves time, enhances productivity, and ensures users can efficiently access the information they need without manually navigating through multiple folders or records.

Generic Filters

Filter Tags:

• Tags : This indicates that a filter for narrowing results to a specific tags.
• Type : This filter is related to type of File(CSV, JPEG, PNG, MP4, etc).
• Author : Applying this filter, users can retrieve documents that were created, edited, or owned by a specific individual
• Modified(Date Range) : Dropdown with date range documents created or modified.
• Location : Display a popup and allows to select the file from different locations(Folders)

• Category: This Field displays the dropdown that includes different categories created previously.So if you choose a particular file to be place in any specific category the user will be able to do so.

• All: This includes all the Files and Folders search will be performed throughout the DMS system for file and folder But can be refined to specific to folder or file.
• Limit: This is the number of results shown per page or a maximum number of results returned.
• Title Only: Limits the search to look only in document titles, rather than full content.

Buttons:

• Reset: Clears all filters and returns to the default search settings.
• Search: Initiates a search based on the currently selected parameter.
• Save Search: Saves the current applied/selected filter configuration, allowing the user to quickly apply it in the future.
• Clear All: Removes all applied search criteria, returning to an unfiltered state.

Tabs:

• Generic Filters: This tab is selected, implying that these filters are general and widely applicable.
• Metadata Filters: Set of filters focused on specific document metadata.

Metadata Filters

Users can define search parameters based on document metadata properties. Here’s a detailed explanation of each component:

1. Add Metadata Group: This button allows users to add new metadata groups, which lets them specify additional search criteria based on document properties.
   • Each Metadata Group contains fields where users can define specific filters.
2. Remove Icon: Each metadata group has a remove icon on the right side, allowing users to remove the specific metadata group from the search criteria.
3. Buttons:
   • Reset: Clears all active metadata filters and resets the fields.
   • Search: Executes the search based on the applied metadata filters.

Save Search: Saves the current configuration of metadata filters, allowing users to reuse this search setup in the future.