Search documents

Search with the main search bar and configure settings to display your search's results.

You must have added documents in Datashare before. Check how for Mac, Windows and Linux.

Expand the menu to go to 'Search' > 'Documents':

Screenshot of a Datashare's search documents page with the 'Documents' entry in the 'Search' category in the menu highlighted

Make room by closing the menu:

Screenshot of a Datashare's search documents page with the menu open and its top right X icon highlighted

Type terms in the search bar and press Enter:

Screenshot of a Datashare's search documents page with highlighted 'Ikea' typed in the search bar

Default operator is OR

If you type several terms separated by space, as the default operator is OR, Datashare will search for all documents containing at least one of the searched terms.

For instance, Datashare finds documents containing either 'ikea' or 'paris' or both terms here:

Screenshot of a Datashare's search documents page with highlighted 'Ikea paris' typed in the search bar

Linked entities

As you type a term, Datashare suggest linked entities - only if a task to find entities in this project was completed.

Press Esc on your keyboard to close the dropdown or click on one of the entities to replace your term in the search bar:

Screenshot of a Datashare's search documents page with 'Ikea paris' typed in the search bar and a dropdown with linked entities below highligted

Search in a field

Search within a specific field only, by using the dropdown 'All fields':

Screenshot of a Datashare's search documents page with 'Ikea' typed in the search bar and the 'All fields' dropdown button highlighted at the right of the search bar
Screenshot of a Datashare's search documents page with 'Ikea' typed in the search bar and the 'All fields' dropdown highlighted at the right of the search bar

Search breadcrumb

To see your queries in the search breadcrumb, click on the icon on the left of the search bar:

Screenshot of a Datashare's search documents page with 'Ikea' typed in the search bar and the 'Your search' icon button highlighted at the left of the search bar
Screenshot of a Datashare's search documents page with 'Ikea' typed in the search bar and the 'Your search' breadcrumb open and highlighted below the search bar

If you'd like to remove all searched terms from the search bar, click 'Clear query':

Screenshot of a Datashare's search documents page with 'Ikea' typed in the search bar and the 'Your search' breadcrumb open and its 'Clear query' button highlighted

Results settings

To change the page settings, click the Settings icon on the top right:

Screenshot of a Datashare's search documents page with 'Ikea paris' typed in the search bar and the top right Settings icon button highlighted
Screenshot of a Datashare's search documents page with 'Ikea' typed in the search bar and and the 'Results settings' panel open and highlighted at the right of the page

You can change Sort by, Documents per page, Layout and also Properties:

Screenshot of a Datashare's search documents page with 'Ikea' typed in the search bar and and the 'Results settings' panel open and its 'Properties' category highlighted at the right of the page

Ticking these properties will change which document's metadata are displayed in the results, in the document cards, in all 3 layouts (List, Grid, Table):

Screenshot of a Datashare's search documents page with 'Ikea paris' typed in the search bar and the 'Results' column open and highlighted at the left of the page in a List layout
Screenshot of a Datashare's search documents page with 'Ikea paris' typed in the search bar and the first document card highlighted at the left of the page in a Grid layout
Screenshot of a Datashare's search documents page with 'Ikea paris' typed in the search bar and the first document card highlighted at the top of the results in a Table layout

You can now make your search more precise with operators or Regex (Regular Expressions).

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