Using Document Search

  • 30/06/2025
  • 3 minutter at læse

The Document Search functionality in Continia Document Capture allows you to find documents based on one or more keywords. These keywords may be values that were recognized, automatically translated, or even manually entered by a user – including G/L accounts, approval flow codes, formula results, etc – in documents and XML files.

  1. Search Search for and select Document Search.
  2. On the Document Search page, enter the desired keywords in the Find What field.

Bemærk

The search results appear as soon as you move on from the Find What field or click Search in the action bar, but you can refine the results by configuring the other fields.

  1. In the Search Mode field, define how the desired keywords should be searched.
    • Must contain all words - only results that include all the keywords are shown. I.e.: if you enter 'freight shipping delivery' in the Find What field, Document Capture searches for 'freight AND shipping AND delivery'.
    • Must contain at least one word - results that include any of the keywords are shown. I.e.: if you enter 'freight shipping delivery' in the Find What field, Document Capture searches for 'freight OR shipping OR delivery'.
  2. Optional: in the Document Category field, select the document category where the search should take place.

To see further information on a search result, select it and, in the action bar, click one of the following:

  • Show Document Card - opens the document card of the selected document.
  • Show File - opens the related document using your default application associated with the file type.
  • Show Incoming Email – opens the email containing the PDF or XML file used to create the document.
  • Find Entries – opens the document created when the original document was registered, as long as the new document is unposted. If the new document has been posted, it’s handled by standard Business Central instead.