Search - Finding Documents & Smart Search

Using Smart Search to find a document

To perform a smart search for a document, follow the steps below:

STEP ONE: Click inside of the Main Search box found at the top of the FileHound interface.

STEP TWO: Type in your search criteria, one word at a time and press ENTER after each word as this will build a smart search - try to use criteria that is unique to the document such as a invoice number, post code or account number for faster and more accurate 

STEP THREE: Find your document in the list and click on it, this will then open your document.

When the drop down appears of your document, you have some additional quick action options along the top you can chose i.e. pin. open, index, download, share and delete document

(bubble search) TOP TIP:

Think of Smart Search to find documents in FileHound is similar to using an internet search engine to find information. The more detail you add in the search to better the search hit! Try not to enter long lists in one go!

Finding Recently Opened Documents

To find your most recently opened documents, follow the steps below:

STEP ONE: Click or hover on the Clock Icon located at the top left hand corner of the main FileHound interface

STEP TWO: Click on the document if you want to open it in the document viewer.

REMEMBER:

Anywhere you see a thumbnail view of a document you will be able hover the image to enlarge the thumbnail or quick viewing - open more than one preview at a time to view side by side.