Greenbox Search Functionality – User Manual

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File name Search

 

  • File name search is searching the name of the file using advanced search filters in Green box

 

How to search file name in Greenbox?

 

  • Login to green box application
  • Click on the search filter button which available at the top of the webpage in search field area
  • You can opt the option as “Search Everywhere” or “Search within folder” as per file search
  • Search Everywhere – It will search for the files from whole green box application in the current site that you are logged in
  • Search within folder – It will search for the files that are inside the parent and child folders
  • Enter the keyword(File name) in “Search Text” field
  • Then select “Resourcename” in the Fields dropdown
  • Click on search button
  • Results will be displayed for entered text in search results page



For any search try below approaches:

> Just enter the word as it is. Example: invoice

> Put the word with double inverted comma’s. Example: “invoice”

> Put * in the beginning of the word. Example: *invoice



Below is the images for reference

Folder name search

 

  • Folder name search is searching the name of the folder using advanced search filters in Green box

 

How to search folder name in Greenbox?

 

  • Login to green box application
  • Click on the search filter button which available at the top of the webpage in search field area
  • You can opt the option as “Search Everywhere” or “Search within folder” as per folder search
  • Search Everywhere – It will search for the folders from whole green box application in the current site that you are logged in
  • Search within folder – It will search for the folders that are inside the parent and child folders
  • Enter the keyword(Folder name) in “Search Text” field
  • Then select “Tagname” in the Fields dropdown
  • Click on search button
  • Results will be displayed for entered text in search results page

 

Below is the images for reference

Search within PDF document (Using OCR search)

 

  • Here you can search any texts/keywords that are in the contents of the PDF files
  • This will help you to recognize the searched keywords for the PDF files and list out those relevant keywords that are present in the PDF files in the Green box application.

 

NOTE : Here the user first needs to check the OCR is done for that file.

 

How to check for the file is OCR done/ready ➖


  • Right click/Double click the File and select the  “View details” option. There you need to check whether Data extraction status is in “Ready” or not. If it’s in “Ready” status then the file is ready for OCR search. Below is the snap for reference to find it out

 

How to search Texts/Keywords in PDF documents in Greenbox?

 

  • Login to green box application
  • Click on the search filter button which available at the top of the webpage in search field area
  • Enter the keyword that are available in the PDF file that you want to search in “Search Text” field
  • Then select “Content” in the Fields dropdown so that it will search for the contents in the PDF files
  • Click on search button
  • Results will be displayed for entered text in search results page

 

Below are the images for reference

 

Normal word search in PDF documents

 

  1. Going to search the Highlighted word(highlighted in blue color) in the PDF file in below screenshot

2. Click on the Search filter available in the search area and enter the keyword “Rangoli” in Search text and type “pdf” in File types and select “Content” in Fields dropdown.

3. Then click on More results and select “All rows” in the dropdown so that all rows will be displayed in search results

4. Now click on search button and your results will be displayed in search results page

Alphanumeric word search in PDF documents

1. Going to search the Highlighted word(highlighted in blue color) in the PDF file in below screenshot

2. Here you need to give the Alphanumeric word within the double quotes in the Search text field. This will search for the exact word as you entered in the Search text field and displayed in the search results otherwise it will search for separate words as in Alphanumeric texts contains special characters

3. After that follow the same procedure steps as mentioned in above steps for normal word search

 

4. Now click on search button and your results will be displayed in search results page

5. Note : In search results if entered texts are not coming/not displayed, then try without giving “File type” field (Leave it as empty field) and search then results will be displayed

Number search in PDF documents

  1. Going to search the Highlighted word(highlighted in blue color) in the PDF file in below screenshot

2. Here you need to give the Numeric word within the double quotes in the Search text field. This will search for the exact word as you entered in the Search text field and displayed in the search results otherwise it will search for separate words.

3. After that follow the same procedure steps as mentioned in above steps for normal word search

4. Now click on search button and your results will be displayed in search results page

5. Note : In search results if entered texts are not coming/not displayed, then try without giving “File type” field (Leave it as empty field) and search then results will be displayed

Search within XLS/XLSX document (Using OCR search)

 

  • Here you can search any texts/keywords that are in the contents of the XLS/XLSX files
  • This will help you to recognize the searched keywords for the XLS/XLSX files and list out those relevant keywords that are present in the XLS/XLSX files in the Green box application.

 

How to search Texts/Keywords in XLS/XLSX documents in Greenbox?

 

  • Login to green box application
  • Click on the search filter button which available at the top of the webpage in search field area
  • Enter the keyword that are available in the XLS/XLSX file that you want to search in “Search Text” field
  • Then select “Content” in the Fields dropdown so that it will search for the contents in the XLS/XLSX files
  • Click on search button
  • Results will be displayed for entered text in search results page

Normal word search in XLS/XLSX documents

  1. Going to search the Highlighted word(highlighted in blue color) in the XLS/XLSX file in below screenshot

2. Click on the Search filter available in the search area and enter the keyword “Rangoli” in Search text and type “pdf” in File types and select “Content” in Fields dropdown.

3. Then click on More results and select “All rows” in the dropdown so that all rows will be displayed in search results

 

4. Now click on search button and your results will be displayed in search results page

Alphanumeric word search in XLS/XLSX documents

  1. Going to search the Highlighted word(highlighted in blue color) in the XLS/XLSX file in below screenshot

2. Here you need to give the Alphanumeric word within the double quotes in the Search text field. This will search for the exact word as you entered in the Search text field and displayed in the search results otherwise it will search for separate words as in Alphanumeric texts contains special characters

3. After that follow the same procedure steps as mentioned in above steps for normal word search

4. Now click on search button and your results will be displayed in search results page

5. Note : In search results if entered texts are not coming/not displayed, then try without giving “File type” field (Leave it as empty field) and search then results will be displayed

Number search in XLS/XLSX documents

  1. Going to search the Highlighted word(highlighted in blue color) in the XLS/XLSX file in below screenshot

2. Here you need to give the Numeric word within the double quotes in the Search text field. This will search for the exact word as you entered in the Search text field and displayed in the search results otherwise it will search for separate words.

3. After that follow the same procedure steps as mentioned in above steps for normal word search

4. Now click on search button and your results will be displayed in search results page

5. Note : In search results if entered texts are not coming/not displayed, then try without giving “File type” field (Leave it as empty field) and search then results will be displayed

Search within PST files (Using OCR search)

  • Here you can search any texts/keywords that are in the contents of the eml files
  • This will help you to recognize the searched keywords for the eml files and list out those relevant keywords that are present in the eml files in the Green box application.

How to search Texts/Keywords in PST(eml files) documents in Greenbox?

  • Login to green box application
  • Click on the search filter button which available at the top of the webpage in search field area
  • Enter the keyword that are available in the eml file that you want to search in “Search Text” field
  • Then select “Content” in the Fields dropdown so that it will search for the contents in the eml files
  • Click on search button
  • Results will be displayed for entered text in search results page
  •  

Email addresses search in eml documents

Below are the Email addresses that we are going to perform a search for. Please refer below screenshots accordingly

 

TO : vijay.patel@dishmangroup.com || file name : FW__DPC1516

 

FROM : rajiv.suthar@dishmangroup.com || file name : Confirmation_&_appointment_letters

 

CC : ketan.bhatt@dishmangroup.com || file name : Effluent_Detai

 

SUBJECT : FW: DPC1516 || file name : FW__DPC1516

 

EMAIL BODY TEXTS : 302449, file name: Confirmation_&_appointment_letters , Abhay Bhutani, Krupal Bhutani

To search

  1. Going to search the Highlighted word(highlighted in blue color) in the eml file in below screenshot

2. Click on the Search filter available in the search area and enter the keyword “vijay.patel@dishmangroup.com” in Search text and select “email_to” in Fields dropdown.

3. Then click on More results and select “All rows” in the dropdown so that all rows will be displayed in search results

 

4. Now click on search button and your results will be displayed in search results page

From search

  1. Going to search the Highlighted word(highlighted in blue color) in the eml file in below screenshot

2. Click on the Search filter available in the search area and enter the keyword “rajiv.suthar@dishmangroup.com” in Search text and select “email_from” in Fields dropdown.

3. Then click on More results and select “All rows” in the dropdown so that all rows will be displayed in search results

 

4. Now click on search button and your results will be displayed in search results page

CC search

  1. Going to search the Highlighted word(highlighted in blue color) in the eml file in below screenshotGoing to search the Highlighted word(highlighted in blue color) in the eml file in below screenshot

2. Click on the Search filter available in the search area and enter the keyword “ketan.bhatt@dishmangroup.com” in Search text and select “email_cc” in Fields dropdown.

3. Then click on More results and select “All rows” in the dropdown so that all rows will be displayed in search results

4. Now click on search button and your results will be displayed in search results page

Subject search

  1. Going to search the Highlighted word(highlighted in blue color) in the eml file in below screenshot

2. Click on the Search filter available in the search area and enter the keyword “FW: DPC1516” in Search text and select “email_subject” in Fields dropdown.

3. Then click on More results and select “All rows” in the dropdown so that all rows will be displayed in search results

 

4. Now click on search button and your results will be displayed in search results page

EMAIL BODY TEXTS/Content Search

  1. Going to search the Highlighted word(highlighted in blue color) in the eml file in below screenshot

2. Click on the Search filter available in the search area and enter the keyword “Abhay Bhutani” in Search text and select “content” in Fields dropdown.

3. Then click on More results and select “All rows” in the dropdown so that all rows will be displayed in search results

 

4. Now click on search button and your results will be displayed in search results page

EMAIL Attachments Content Search

  1. Going to search the Highlighted word(highlighted in blue color) in the eml file attachment in below screenshots

File attachment in the eml file

  1. Highlighted word in the document of eml attachment

2. Click on the Search filter available in the search area and enter the keyword “Debiopharm” in Search text and select “content” in Fields dropdown.

3. Then click on More results and select “All rows” in the dropdown so that all rows will be displayed in search results

4. Now click on search button and your results will be displayed in search results page

Search within DOC/DOCX document (Using OCR search)

  • Here you can search any texts/keywords that are in the contents of the DOC/DOCX files
  • This will help you to recognize the searched keywords for the DOC/DOCX files and list out those relevant keywords that are present in the XLS/XLSX files in the Green box application.

How to search Texts/Keywords in DOC/DOCX documents in Greenbox?

  • Login to green box application
  • Click on the search filter button which available at the top of the webpage in search field area
  • Enter the keyword that are available in the DOC/DOCX file that you want to search in “Search Text” field
  • Then select “Content” in the Fields dropdown so that it will search for the contents in the DOC/DOCX files
  • Click on search button
  • Results will be displayed for entered text in search results page
  •  

Normal word search in DOC/DOCX documents

  1. Going to search the Highlighted word(highlighted in blue color) in the DOC/DOCX file in below screenshot

2. Click on the Search filter available in the search area and enter the keyword “Aditi J. Vyas” in Search text and type “doc” in File types and select “Content” in Fields dropdown.

3. Then click on More results and select “All rows” in the dropdown so that all rows will be displayed in search results

4. Now click on search button and your results will be displayed in search results page

Alphanumeric word search in DOC/DOCX documents

  1. Going to search the Highlighted word(highlighted in blue color) in the DOC/DOCX file in below screenshot

2. Here you need to give the Alphanumeric word within the double quotes in the Search text field. This will search for the exact word as you entered in the Search text field and displayed in the search results otherwise it will search for separate words as in Alphanumeric texts contains special characters

3. After that follow the same procedure steps as mentioned in above steps for normal word search

 

4. Now click on search button and your results will be displayed in search results page

5. Note : In search results if entered texts are not coming/not displayed, then try without giving “File type” field (Leave it as empty field) and search then results will be displayed

Number search in DOC/DOCX documents

  1. Going to search the Highlighted word(highlighted in blue color) in the DOC/DOCX file in below screenshot

2. Here you need to give the Numeric word within the double quotes in the Search text field. This will search for the exact word as you entered in the Search text field and displayed in the search results otherwise it will search for separate words.

3. After that follow the same procedure steps as mentioned in above steps for normal word search

 

4. Now click on search button and your results will be displayed in search results page

5. Note : In search results if entered texts are not coming/not displayed, then try without giving “File type” field (Leave it as empty field) and search then results will be displayed

Last Updated On
byBalveer Sisodia
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